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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$484K 0.06%
19,335
202
$483K 0.06%
4,592
203
$465K 0.06%
1,593
204
$463K 0.06%
8,066
205
$460K 0.06%
8,000
206
$449K 0.06%
6,106
207
$449K 0.06%
8,300
208
$447K 0.06%
3,125
209
$437K 0.06%
6,225
-163
210
$434K 0.06%
8,303
+430
211
$417K 0.05%
10,613
+5,090
212
$414K 0.05%
10,176
213
$409K 0.05%
4,590
-10
214
$389K 0.05%
24,225
215
$388K 0.05%
8,025
216
$386K 0.05%
6,577
217
$383K 0.05%
3,325
218
$376K 0.05%
6,633
219
$370K 0.05%
8,375
-800
220
$370K 0.05%
8,170
221
$363K 0.05%
10,000
222
$324K 0.04%
11,330
223
$315K 0.04%
4,550
-250
224
$308K 0.04%
9,150
225
$304K 0.04%
20,000
7 8
9
10 11