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
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$409K 0.05%
10,000
202
$406K 0.05%
9,175
-4,000
203
$406K 0.05%
4,282
-350
204
$397K 0.05%
8,066
205
$388K 0.05%
14,475
-300
206
$385K 0.05%
5,865
+490
207
$382K 0.05%
10,176
208
$379K 0.05%
9,875
209
$375K 0.05%
24,225
210
$369K 0.05%
4,750
211
$367K 0.05%
11,622
212
$361K 0.05%
6,612
-80
213
$348K 0.05%
6,481
+764
214
$338K 0.04%
4,895
215
$337K 0.04%
6,300
216
$320K 0.04%
4,300
217
$318K 0.04%
7,720
-9,020
218
$317K 0.04%
20,000
219
$315K 0.04%
3,483
220
$297K 0.04%
4,800
221
$296K 0.04%
11,410
-230
222
$295K 0.04%
9,273
223
$287K 0.04%
+6,633
224
$287K 0.04%
4,500
225
$279K 0.04%
10,420
-9,500
7 8
9
10 11