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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$662K 0.09%
14,906
177
$658K 0.08%
13,834
178
$651K 0.08%
6,933
179
$642K 0.08%
4,950
180
$635K 0.08%
12,215
+3,100
181
$635K 0.08%
10,772
182
$616K 0.08%
17,146
+76
183
$601K 0.08%
6,529
-1,291
184
$591K 0.08%
15,500
-200
185
$567K 0.07%
17,233
-1,903
186
$562K 0.07%
7,823
187
$551K 0.07%
10,276
188
$551K 0.07%
8,548
189
$547K 0.07%
18,685
-1,983
190
$544K 0.07%
48,460
+300
191
$538K 0.07%
13,900
192
$535K 0.07%
4,557
193
$527K 0.07%
6,855
+409
194
$503K 0.06%
4,968
195
$492K 0.06%
19,317
-18
196
$476K 0.06%
4,306
197
$475K 0.06%
13,825
198
$468K 0.06%
6,225
199
$467K 0.06%
3,275
+150
200
$454K 0.06%
6,658
6 7
8
9 10