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
$777M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$713K
3
+$477K
4
WY icon
Weyerhaeuser
WY
+$310K
5
ATW
Atwood Oceanics
ATW
+$284K

Top Sells

1
+$2.13M
2
+$880K
3
+$561K
4
NLSN
Nielsen Holdings plc
NLSN
+$388K
5
GXC icon
SPDR S&P China ETF
GXC
+$345K

Sector Composition

1 Healthcare 17.96%
2 Industrials 14.1%
3 Technology 12.24%
4 Consumer Staples 9.88%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 3%
559,611
+1,380
2
$21.7M 2.79%
203,663
-2,035
3
$19.6M 2.52%
183,906
-391
4
$19.2M 2.46%
97,201
-910
5
$17.9M 2.3%
189,838
-1,071
6
$16.2M 2.08%
170,543
-1,947
7
$15.1M 1.94%
129,138
-221
8
$13.1M 1.69%
156,383
-1,100
9
$12.7M 1.63%
167,699
+1,454
10
$12.4M 1.59%
490,960
-10,284
11
$12.3M 1.58%
49,343
+107
12
$12.2M 1.57%
119,758
-310
13
$12.2M 1.57%
112,197
-312
14
$11.5M 1.49%
228,841
-300
15
$10.5M 1.35%
273,896
-704
16
$10.3M 1.33%
116,985
+1,722
17
$10M 1.29%
192,360
+1,572
18
$10M 1.29%
91,033
+589
19
$9.72M 1.25%
185,764
-430
20
$9.63M 1.24%
69,696
+128
21
$9.42M 1.21%
100,622
+1,152
22
$8.98M 1.16%
73,177
+53
23
$8.97M 1.15%
147,801
-322
24
$8.86M 1.14%
133,399
-542
25
$8.65M 1.11%
92,881
-175
1
2 3 4 5