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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$688K 0.09%
8,767
-250
177
$668K 0.08%
12,640
+425
178
$655K 0.08%
13,350
179
$650K 0.08%
12,168
-416
180
$618K 0.08%
21,330
+10,000
181
$607K 0.08%
7,488
-335
182
$604K 0.08%
3,625
+350
183
$593K 0.07%
10,276
184
$564K 0.07%
13,900
185
$563K 0.07%
4,557
186
$553K 0.07%
19,317
187
$550K 0.07%
19,375
-895
188
$547K 0.07%
18,385
-300
189
$546K 0.07%
6,725
-130
190
$542K 0.07%
+13,305
191
$532K 0.07%
6,225
192
$521K 0.06%
4,918
-50
193
$520K 0.06%
4,502
194
$516K 0.06%
16,317
-829
195
$514K 0.06%
13,825
196
$506K 0.06%
10,785
197
$502K 0.06%
4,306
198
$471K 0.06%
3,325
199
$456K 0.06%
6,485
-92
200
$448K 0.06%
7,925
-375
6 7
8
9 10