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
$718M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.62M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
KHC icon
Kraft Heinz
KHC
+$949K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$1.84M
4
PLL
PALL CORP
PLL
+$1.38M
5
ESV
Ensco Rowan plc
ESV
+$1.26M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14.6%
3 Technology 12.22%
4 Consumer Staples 10.59%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 2.74%
102,769
+5
2
$17.9M 2.5%
128,587
+549
3
$17.8M 2.48%
538,966
-2,799
4
$17.4M 2.42%
177,228
-4,409
5
$16.4M 2.28%
151,615
-2,223
6
$15.9M 2.21%
169,977
-1,829
7
$15.1M 2.1%
170,999
+451
8
$13.7M 1.91%
184,088
+2,365
9
$12.7M 1.77%
120,608
+1,464
10
$12.3M 1.72%
139,427
+17,216
11
$12.3M 1.71%
219,191
-2,885
12
$12M 1.67%
434,344
-13,592
13
$11.9M 1.65%
47,649
-255
14
$10.8M 1.51%
150,500
-2,810
15
$10.5M 1.46%
119,397
+1,896
16
$10.4M 1.45%
168,958
+1,040
17
$9.88M 1.38%
185,462
-1,880
18
$9.74M 1.36%
186,558
+1,120
19
$9.57M 1.33%
94,359
+451
20
$9.21M 1.28%
255,126
-7,200
21
$9.04M 1.26%
131,016
+10,731
22
$8.9M 1.24%
68,285
-247
23
$8.86M 1.23%
134,244
+150
24
$8.64M 1.2%
71,469
-106
25
$8.46M 1.18%
77,122
+1,962
1
2 3 4 5