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
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
Exxon Mobil
XOM
+$891K

Sector Composition

1 Technology 18.67%
2 Healthcare 16.26%
3 Financials 10.29%
4 Industrials 9.69%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$889K 0.08%
13,849
+306
152
$854K 0.08%
18,500
153
$842K 0.08%
4,500
154
$828K 0.08%
13,892
155
$812K 0.08%
5,325
156
$800K 0.08%
24,967
+1,228
157
$770K 0.07%
19,428
-300
158
$750K 0.07%
2,551
+275
159
$722K 0.07%
9,463
+214
160
$720K 0.07%
17,899
-16,619
161
$714K 0.07%
6,634
-234
162
$707K 0.07%
5,435
163
$694K 0.07%
3,383
-55
164
$694K 0.07%
4,350
165
$691K 0.07%
6,387
166
$685K 0.07%
5,500
167
$675K 0.06%
10,380
168
$673K 0.06%
8,050
-50
169
$651K 0.06%
11,200
170
$639K 0.06%
9,085
-475
171
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11,556
-1,699
172
$632K 0.06%
5,464
-200
173
$627K 0.06%
10,300
-100
174
$620K 0.06%
5,516
175
$606K 0.06%
10,276
5 6
7
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