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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$366K 0.05%
8,100
+2,935
202
$366K 0.05%
5,325
+1,325
203
$361K 0.05%
5,700
-75
204
$358K 0.05%
4,395
-150
205
$352K 0.05%
3,840
206
$345K 0.04%
6,359
207
$340K 0.04%
+2,785
208
$337K 0.04%
3,237
-50
209
$318K 0.04%
4,250
210
$304K 0.04%
3,035
-2,131
211
$302K 0.04%
5,950
212
$302K 0.04%
+2,000
213
$295K 0.04%
11,200
214
$286K 0.04%
+2,675
215
$281K 0.04%
5,000
216
$280K 0.04%
+2,600
217
$271K 0.04%
1,287
+105
218
$270K 0.04%
5,441
219
$270K 0.04%
2,903
220
$267K 0.03%
5,548
221
$265K 0.03%
4,400
222
$261K 0.03%
4,500
223
$260K 0.03%
21,400
224
$251K 0.03%
3,100
225
$248K 0.03%
+1,755
7 8
9
10 11