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
$803M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.44M
3
+$615K
4
GLNG icon
Golar LNG
GLNG
+$547K
5
CDK
CDK Global, Inc.
CDK
+$542K

Top Sells

1
+$1.82M
2
+$1.37M
3
+$899K
4
SCL icon
Stepan Co
SCL
+$662K
5
VOD icon
Vodafone
VOD
+$567K

Sector Composition

1 Healthcare 18.19%
2 Industrials 14.8%
3 Technology 12.55%
4 Consumer Staples 10.22%
5 Energy 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 2.77%
555,599
-4,012
2
$19.1M 2.38%
183,029
-877
3
$18.9M 2.36%
201,028
-2,635
4
$18.8M 2.34%
167,710
-2,833
5
$18.6M 2.32%
90,536
-6,665
6
$17.2M 2.15%
186,309
-3,529
7
$16.9M 2.1%
128,785
-353
8
$14.1M 1.76%
154,754
-1,629
9
$13.8M 1.72%
167,922
+223
10
$13.4M 1.67%
484,972
-5,988
11
$13.3M 1.65%
111,371
-826
12
$12.9M 1.6%
48,793
-550
13
$12.2M 1.52%
272,081
-1,815
14
$12.2M 1.52%
228,291
-550
15
$11.8M 1.47%
118,905
+1,920
16
$10.8M 1.35%
189,560
-2,800
17
$10.6M 1.32%
184,552
-1,212
18
$10.5M 1.31%
94,270
+3,237
19
$10.4M 1.29%
69,174
-522
20
$10.3M 1.29%
121,024
+1,266
21
$9.93M 1.24%
100,437
-185
22
$9.78M 1.22%
146,296
-1,505
23
$8.91M 1.11%
123,130
-1,974
24
$8.82M 1.1%
73,794
-151
25
$8.8M 1.1%
72,637
-540
1
2 3 4 5