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
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$639K 0.08%
14,250
177
$584K 0.08%
10,972
+300
178
$583K 0.08%
4,900
179
$553K 0.07%
6,853
180
$546K 0.07%
10,705
+5
181
$534K 0.07%
8,890
182
$532K 0.07%
7,518
+136
183
$530K 0.07%
10,450
-250
184
$530K 0.07%
10,276
185
$524K 0.07%
8,548
186
$507K 0.07%
19,335
+108
187
$501K 0.07%
4,557
188
$499K 0.07%
6,627
-675
189
$499K 0.07%
19,840
+1,130
190
$495K 0.07%
5,160
-770
191
$486K 0.06%
13,900
192
$476K 0.06%
7,358
193
$473K 0.06%
4,306
+900
194
$462K 0.06%
7,159
+157
195
$457K 0.06%
1,593
196
$449K 0.06%
7,258
+150
197
$440K 0.06%
8,425
-405
198
$427K 0.06%
6,388
199
$425K 0.06%
3,175
200
$410K 0.05%
8,000
6 7
8
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