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
$731M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$940K
5
CMCSA icon
Comcast
CMCSA
+$896K

Top Sells

1
+$4.96M
2
+$2.41M
3
+$1.47M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.24M
5
TDC icon
Teradata
TDC
+$1.22M

Sector Composition

1 Healthcare 19.65%
2 Industrials 14.35%
3 Technology 11.94%
4 Consumer Staples 10.97%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$315K 0.04%
9,250
-250
202
$302K 0.04%
4,000
203
$300K 0.04%
9,000
204
$300K 0.04%
11,200
205
$299K 0.04%
8,850
206
$294K 0.04%
7,725
207
$281K 0.04%
4,550
208
$280K 0.04%
4,300
209
$279K 0.04%
5,000
210
$278K 0.04%
1,500
211
$268K 0.04%
3,520
-1,000
212
$266K 0.04%
4,250
213
$265K 0.04%
2,903
214
$259K 0.04%
4,500
215
$258K 0.04%
+5,441
216
$255K 0.03%
+3,750
217
$251K 0.03%
+4,400
218
$249K 0.03%
5,548
219
$244K 0.03%
5,950
220
$242K 0.03%
1,182
+2
221
$230K 0.03%
3,840
-390
222
$226K 0.03%
4,950
223
$221K 0.03%
12,000
224
$215K 0.03%
+3,716
225
$211K 0.03%
2,500
6 7 8
9
10