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
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
Exxon Mobil
XOM
+$891K

Sector Composition

1 Technology 18.67%
2 Healthcare 16.26%
3 Financials 10.29%
4 Industrials 9.69%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$598K 0.06%
4,950
-50
177
$573K 0.05%
10,651
-620
178
$564K 0.05%
42,982
179
$558K 0.05%
1,886
+32
180
$550K 0.05%
10,931
-5,900
181
$536K 0.05%
6,303
-500
182
$524K 0.05%
5,686
-100
183
$514K 0.05%
3,750
184
$495K 0.05%
11,557
-172
185
$493K 0.05%
12,110
186
$492K 0.05%
5,750
187
$484K 0.05%
12,000
188
$483K 0.05%
4,402
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189
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190
$471K 0.04%
7,525
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191
$453K 0.04%
8,658
+1,232
192
$453K 0.04%
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193
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5,450
194
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2,897
195
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3,500
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196
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197
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4,441
198
$446K 0.04%
3,410
199
$445K 0.04%
7,550
200
$444K 0.04%
6,805
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