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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$507K 0.07%
4,500
177
$504K 0.07%
4,074
+12
178
$489K 0.06%
8,805
-116
179
$487K 0.06%
20,000
-5,000
180
$470K 0.06%
19,317
181
$465K 0.06%
9,030
182
$461K 0.06%
9,948
+125
183
$460K 0.06%
6,630
-3
184
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11,032
185
$453K 0.06%
6,475
-10
186
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6,000
187
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3,804
-127
188
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189
$434K 0.06%
7,450
190
$432K 0.06%
6,360
+2,838
191
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6,473
192
$410K 0.05%
9,050
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193
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14,890
194
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8,850
195
$398K 0.05%
10,276
196
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3,416
197
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8,050
198
$375K 0.05%
31,000
199
$374K 0.05%
6,600
200
$372K 0.05%
19,105
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