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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$440K 0.05%
6,050
202
$438K 0.05%
8,548
203
$425K 0.05%
10,176
204
$425K 0.05%
8,000
205
$423K 0.05%
10,613
206
$423K 0.05%
10,744
207
$419K 0.05%
4,590
208
$403K 0.05%
5,009
-1,520
209
$397K 0.05%
30,000
210
$390K 0.05%
8,066
211
$386K 0.05%
7,617
-621
212
$374K 0.05%
8,375
213
$369K 0.05%
4,500
214
$369K 0.05%
57,425
+12,870
215
$368K 0.05%
6,633
216
$354K 0.04%
6,106
217
$349K 0.04%
10,000
218
$349K 0.04%
9,735
219
$348K 0.04%
9,150
220
$334K 0.04%
3,741
-1
221
$316K 0.04%
6,000
222
$303K 0.04%
9,000
223
$302K 0.04%
3,500
224
$296K 0.04%
4,550
225
$292K 0.04%
+5,000
7 8
9
10 11