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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$884K 0.11%
+11,943
152
$848K 0.11%
6,439
-421
153
$846K 0.11%
+19,030
154
$819K 0.11%
10,400
-50
155
$809K 0.1%
7,032
156
$771K 0.1%
37,230
-1,201
157
$767K 0.1%
9,135
-515
158
$745K 0.1%
8,949
+2,195
159
$724K 0.09%
12,093
-1,863
160
$722K 0.09%
+30,875
161
$716K 0.09%
20,311
-825
162
$700K 0.09%
5,100
163
$697K 0.09%
14,900
-730
164
$685K 0.09%
61,494
-2,060
165
$668K 0.09%
4,888
-103
166
$653K 0.08%
12,010
+5,400
167
$650K 0.08%
21,740
168
$630K 0.08%
10,562
-417
169
$629K 0.08%
26,100
-2,200
170
$629K 0.08%
5,283
171
$575K 0.07%
10,657
172
$569K 0.07%
13,524
173
$552K 0.07%
4,250
-2,290
174
$538K 0.07%
13,850
175
$525K 0.07%
10,056
-50
5 6
7
8 9