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
$731M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$940K
5
CMCSA icon
Comcast
CMCSA
+$896K

Top Sells

1
+$4.96M
2
+$2.41M
3
+$1.47M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.24M
5
TDC icon
Teradata
TDC
+$1.22M

Sector Composition

1 Healthcare 19.65%
2 Industrials 14.35%
3 Technology 11.94%
4 Consumer Staples 10.97%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$494K 0.07%
4,116
-371
177
$486K 0.07%
10,166
-2,696
178
$483K 0.07%
6,281
-664
179
$446K 0.06%
4,677
+97
180
$444K 0.06%
5,775
-240
181
$441K 0.06%
3,987
-249
182
$437K 0.06%
6,633
183
$434K 0.06%
+7,195
184
$430K 0.06%
63,554
+1,600
185
$428K 0.06%
+25,000
186
$416K 0.06%
31,000
187
$406K 0.06%
9,823
+2,769
188
$403K 0.06%
6,485
189
$402K 0.06%
9,975
190
$402K 0.06%
15,660
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191
$395K 0.05%
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-600
192
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6,000
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193
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9,030
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194
$379K 0.05%
20,005
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195
$376K 0.05%
3,802
-750
196
$365K 0.05%
6,600
+2,025
197
$357K 0.05%
3,416
198
$347K 0.05%
8,050
199
$343K 0.05%
6,590
-4,590
200
$332K 0.05%
6,473
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