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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$572K 0.06%
11,200
177
$570K 0.06%
5,500
178
$569K 0.06%
11,271
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179
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-600
180
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5,786
181
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182
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6,213
-306
183
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2,032
184
$532K 0.06%
12,110
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185
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186
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187
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188
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2,276
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189
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190
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191
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192
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193
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194
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195
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196
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197
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198
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199
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4,830
200
$426K 0.04%
10,400
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