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
$718M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.62M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
KHC icon
Kraft Heinz
KHC
+$949K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$1.84M
4
PLL
PALL CORP
PLL
+$1.38M
5
ESV
Ensco Rowan plc
ESV
+$1.26M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14.6%
3 Technology 12.22%
4 Consumer Staples 10.59%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$328K 0.05%
8,050
202
$326K 0.05%
9,000
203
$320K 0.04%
8,000
204
$308K 0.04%
8,850
205
$305K 0.04%
7,054
-563
206
$287K 0.04%
4,550
207
$283K 0.04%
7,725
208
$277K 0.04%
11,200
209
$270K 0.04%
5,000
210
$270K 0.04%
6,430
211
$269K 0.04%
1,500
212
$267K 0.04%
9,760
213
$265K 0.04%
4,230
214
$260K 0.04%
4,000
215
$258K 0.04%
+4,575
216
$249K 0.03%
4,500
217
$248K 0.03%
5,548
218
$246K 0.03%
2,903
219
$245K 0.03%
8,610
220
$240K 0.03%
4,250
221
$235K 0.03%
4,300
222
$232K 0.03%
5,950
223
$227K 0.03%
1,180
224
$224K 0.03%
68,801
225
$218K 0.03%
+2,500
7 8
9
10 11