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
$1.05B
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.97M
3
+$992K
4
WM icon
Waste Management
WM
+$919K
5
MSFT icon
Microsoft
MSFT
+$727K

Top Sells

1
+$1.61M
2
+$1.15M
3
+$989K
4
CELG
Celgene Corp
CELG
+$924K
5
XOM icon
Exxon Mobil
XOM
+$891K

Sector Composition

1 Technology 18.67%
2 Healthcare 16.26%
3 Financials 10.29%
4 Industrials 9.69%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$444K 0.04%
1,697
-335
202
$440K 0.04%
1,473
203
$437K 0.04%
2,640
-900
204
$434K 0.04%
3,710
+100
205
$428K 0.04%
7,004
206
$428K 0.04%
4,573
-240
207
$421K 0.04%
5,370
-843
208
$414K 0.04%
4,704
+101
209
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2,165
210
$384K 0.04%
8,001
+1,248
211
$379K 0.04%
6,630
212
$374K 0.04%
22,900
213
$374K 0.04%
6,718
-3,005
214
$372K 0.04%
4,871
-33
215
$371K 0.04%
4,987
-6,045
216
$369K 0.04%
3,713
-1,290
217
$369K 0.04%
2,401
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218
$362K 0.03%
3,141
219
$353K 0.03%
172
220
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1,802
-127
221
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2,465
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222
$316K 0.03%
7,000
223
$309K 0.03%
1,109
224
$300K 0.03%
618
225
$299K 0.03%
4,900
-100
6 7 8
9
10