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
$758M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$877K
3
+$821K
4
QCOM icon
Qualcomm
QCOM
+$740K
5
LKQ icon
LKQ Corp
LKQ
+$732K

Top Sells

1
+$3.2M
2
+$1.06M
3
+$826K
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$594K
5
LLTC
Linear Technology Corp
LLTC
+$553K

Sector Composition

1 Healthcare 16.83%
2 Industrials 13.68%
3 Technology 12.1%
4 Consumer Staples 10.18%
5 Energy 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 3.1%
571,083
+19,948
2
$20.5M 2.71%
202,715
-8,163
3
$18.2M 2.4%
98,507
-2,260
4
$17.1M 2.26%
187,059
-965
5
$16.3M 2.15%
217,424
-4,936
6
$15.3M 2.02%
181,404
-2,374
7
$14.7M 1.95%
126,954
+2,033
8
$14.3M 1.89%
163,960
+474
9
$13.4M 1.77%
165,202
-710
10
$12M 1.59%
49,222
-200
11
$11.6M 1.53%
231,941
-460
12
$11M 1.45%
287,508
-2,857
13
$10.7M 1.42%
119,082
-210
14
$10.6M 1.39%
89,408
+7,420
15
$10.5M 1.38%
191,914
-1,400
16
$10.2M 1.34%
75,630
-71
17
$10.2M 1.34%
149,684
+163
18
$9.99M 1.32%
498,764
+4,536
19
$9.38M 1.24%
111,690
+1,576
20
$9.31M 1.23%
129,963
+135
21
$9.03M 1.19%
186,759
-25
22
$8.87M 1.17%
76,139
-60
23
$8.85M 1.17%
74,649
+26,575
24
$8.67M 1.14%
190,523
+10,257
25
$8.24M 1.09%
246,714
-200
1
2 3 4 5