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
$718M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.62M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
KHC icon
Kraft Heinz
KHC
+$949K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$1.84M
4
PLL
PALL CORP
PLL
+$1.38M
5
ESV
Ensco Rowan plc
ESV
+$1.26M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14.6%
3 Technology 12.22%
4 Consumer Staples 10.59%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$507K 0.07%
6,015
177
$504K 0.07%
10,492
178
$498K 0.07%
6,754
-471
179
$493K 0.07%
4,500
180
$491K 0.07%
15,500
181
$488K 0.07%
10,276
182
$481K 0.07%
4,868
183
$465K 0.06%
6,945
-1,171
184
$457K 0.06%
4,236
-50
185
$430K 0.06%
19,917
+600
186
$417K 0.06%
6,059
187
$409K 0.06%
4,580
188
$399K 0.06%
4,552
189
$388K 0.05%
16,060
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190
$385K 0.05%
13,875
191
$382K 0.05%
6,633
192
$378K 0.05%
6,485
193
$378K 0.05%
21,100
-10,506
194
$375K 0.05%
9,975
195
$366K 0.05%
31,000
196
$346K 0.05%
3,810
197
$338K 0.05%
6,473
-1
198
$336K 0.05%
3,416
199
$336K 0.05%
9,500
200
$334K 0.05%
4,520
-3,325
6 7
8
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