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
$788M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.7M
3
+$676K
4
ESV
Ensco Rowan plc
ESV
+$674K
5
TEL icon
TE Connectivity
TEL
+$649K

Top Sells

1
+$2.13M
2
+$2.04M
3
+$1.29M
4
THD icon
iShares MSCI Thailand ETF
THD
+$793K
5
CSCO icon
Cisco
CSCO
+$714K

Sector Composition

1 Healthcare 17.35%
2 Industrials 14.35%
3 Technology 12.1%
4 Consumer Staples 9.69%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 3.06%
558,231
-8,527
2
$19.3M 2.45%
184,297
+58
3
$19.2M 2.44%
190,909
-3,671
4
$19.2M 2.44%
98,111
+369
5
$17.1M 2.16%
205,698
-1,098
6
$15.3M 1.94%
129,359
+2,238
7
$14.8M 1.88%
172,490
-3,994
8
$14.2M 1.8%
120,068
-765
9
$12.8M 1.63%
49,236
+774
10
$12.6M 1.6%
166,245
-683
11
$12.4M 1.57%
157,483
-2,415
12
$12M 1.53%
229,141
-1,175
13
$11.6M 1.48%
501,244
-11,492
14
$11.3M 1.44%
90,444
+2,876
15
$11.2M 1.42%
112,509
+241
16
$11.1M 1.41%
274,600
-5,965
17
$10.7M 1.36%
190,788
+2,554
18
$9.93M 1.26%
148,123
-2,389
19
$9.65M 1.22%
186,194
-680
20
$9.54M 1.21%
115,263
+32,673
21
$9.21M 1.17%
73,124
-131
22
$9.19M 1.17%
73,699
-2,791
23
$9.18M 1.17%
126,348
-2,121
24
$8.95M 1.14%
99,470
-1,153
25
$8.8M 1.12%
69,568
-3,931
1
2 3 4 5