BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$731M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$940K
5
CMCSA icon
Comcast
CMCSA
+$896K

Top Sells

1
+$4.96M
2
+$2.41M
3
+$1.47M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.24M
5
TDC icon
Teradata
TDC
+$1.22M

Sector Composition

1 Healthcare 19.65%
2 Industrials 14.35%
3 Technology 11.94%
4 Consumer Staples 10.97%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$791K 0.11%
4
152
$766K 0.1%
14,997
-125
153
$738K 0.1%
13,834
154
$734K 0.1%
35,683
+3,170
155
$725K 0.1%
9,850
-168
156
$710K 0.1%
5,100
+150
157
$671K 0.09%
21,136
+825
158
$664K 0.09%
7,500
159
$620K 0.08%
11,814
160
$615K 0.08%
15,630
161
$606K 0.08%
21,740
162
$596K 0.08%
5,283
-1,250
163
$580K 0.08%
5,871
+76
164
$572K 0.08%
8,617
165
$571K 0.08%
13,850
-50
166
$553K 0.08%
11,642
-266
167
$550K 0.08%
20,725
+400
168
$542K 0.07%
13,524
-968
169
$529K 0.07%
10,492
170
$525K 0.07%
6,754
171
$516K 0.07%
10,276
172
$509K 0.07%
+6,320
173
$509K 0.07%
15,200
-300
174
$508K 0.07%
4,500
175
$504K 0.07%
4,828
-40
5 6
7
8 9