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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$685K 0.09%
4,950
177
$666K 0.08%
10,705
178
$665K 0.08%
7,211
179
$652K 0.08%
6,933
180
$649K 0.08%
+10,495
181
$639K 0.08%
19,136
-38,699
182
$627K 0.08%
9,317
183
$624K 0.08%
17,075
-600
184
$619K 0.08%
13,834
+1,084
185
$617K 0.08%
8,548
186
$612K 0.08%
41,980
187
$606K 0.08%
15,700
+300
188
$596K 0.08%
48,160
+2,000
189
$585K 0.07%
7,823
+329
190
$555K 0.07%
+9,115
191
$544K 0.07%
20,668
+750
192
$541K 0.07%
4,557
193
$529K 0.07%
6,658
-600
194
$529K 0.07%
10,276
195
$526K 0.07%
15,435
-1,035
196
$521K 0.07%
13,900
197
$508K 0.06%
13,825
198
$506K 0.06%
4,968
-67
199
$504K 0.06%
4,306
200
$502K 0.06%
6,446
+979
6 7
8
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