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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$423K 0.04%
5,450
202
$418K 0.04%
7,550
-150
203
$416K 0.04%
6,805
-1,475
204
$415K 0.04%
2,702
205
$411K 0.04%
42,982
206
$410K 0.04%
4,813
-62
207
$407K 0.04%
4,603
-82
208
$400K 0.04%
1,473
209
$398K 0.04%
6,630
-40
210
$396K 0.04%
5,000
211
$390K 0.04%
7,004
-200
212
$387K 0.04%
3,410
213
$377K 0.04%
3,580
+334
214
$352K 0.04%
22,900
215
$352K 0.04%
7,000
-500
216
$345K 0.04%
7,426
+1,208
217
$344K 0.04%
2,165
-25
218
$343K 0.04%
4,904
-2,225
219
$338K 0.04%
172
220
$337K 0.04%
12,049
-259
221
$337K 0.04%
4,500
222
$336K 0.03%
6,986
223
$323K 0.03%
1,929
-30
224
$313K 0.03%
3,141
225
$307K 0.03%
6,753
+533
7 8
9
10 11