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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$893K 0.09%
5,330
-200
152
$892K 0.09%
4,637
153
$888K 0.09%
19,728
154
$835K 0.09%
11,032
155
$780K 0.08%
19,728
-45
156
$777K 0.08%
13,892
157
$769K 0.08%
5,325
158
$761K 0.08%
16,831
+125
159
$724K 0.08%
23,739
-9,315
160
$719K 0.07%
9,560
-35
161
$718K 0.07%
4,500
162
$709K 0.07%
8,100
163
$705K 0.07%
6,868
-417
164
$684K 0.07%
+30,000
165
$662K 0.07%
6,387
-48
166
$648K 0.07%
5,435
167
$632K 0.07%
13,255
168
$620K 0.06%
10,276
169
$618K 0.06%
9,249
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170
$612K 0.06%
3,438
+100
171
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4,350
172
$599K 0.06%
5,516
+333
173
$591K 0.06%
10,380
174
$587K 0.06%
5,664
-550
175
$581K 0.06%
6,803
-24
5 6
7
8 9