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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$443K 0.06%
4,502
-90
202
$441K 0.06%
8,300
203
$425K 0.05%
1,590
-3
204
$418K 0.05%
10,785
-4,650
205
$417K 0.05%
3,325
206
$414K 0.05%
10,613
207
$404K 0.05%
6,577
208
$403K 0.05%
10,176
209
$396K 0.05%
6,106
210
$395K 0.05%
8,000
211
$393K 0.05%
4,590
212
$380K 0.05%
8,238
-65
213
$374K 0.05%
8,066
214
$351K 0.05%
6,050
215
$342K 0.04%
8,170
216
$340K 0.04%
8,375
217
$337K 0.04%
30,000
+10,000
218
$335K 0.04%
7,620
+980
219
$325K 0.04%
24,225
220
$319K 0.04%
10,000
221
$316K 0.04%
6,633
222
$313K 0.04%
44,555
+2,575
223
$312K 0.04%
9,150
224
$310K 0.04%
11,330
225
$310K 0.04%
+9,735
7 8
9
10 11