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
$731M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.34M
3
+$1.27M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$940K
5
CMCSA icon
Comcast
CMCSA
+$896K

Top Sells

1
+$4.96M
2
+$2.41M
3
+$1.47M
4
THD icon
iShares MSCI Thailand ETF
THD
+$1.24M
5
TDC icon
Teradata
TDC
+$1.22M

Sector Composition

1 Healthcare 19.65%
2 Industrials 14.35%
3 Technology 11.94%
4 Consumer Staples 10.97%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 2.54%
90,946
-11,823
2
$18.1M 2.48%
151,071
-544
3
$17.8M 2.43%
175,631
-1,597
4
$17.4M 2.38%
169,609
-368
5
$16.8M 2.3%
139,092
+10,505
6
$15.9M 2.18%
172,024
+1,025
7
$14.3M 1.96%
183,903
-185
8
$12.9M 1.76%
119,258
-1,350
9
$12.7M 1.73%
387,249
-151,717
10
$12.1M 1.66%
210,422
-8,769
11
$11.7M 1.6%
120,687
+1,290
12
$11.7M 1.6%
147,293
-3,207
13
$11.5M 1.58%
438,716
+4,372
14
$11.5M 1.57%
45,119
-2,530
15
$11M 1.5%
140,574
+1,147
16
$10.9M 1.49%
174,073
+5,115
17
$10.3M 1.41%
68,862
-2,607
18
$9.73M 1.33%
175,488
-11,070
19
$9.71M 1.33%
133,609
-635
20
$9.7M 1.33%
176,236
-9,226
21
$9.31M 1.27%
254,826
-300
22
$9.19M 1.26%
131,806
+790
23
$9.12M 1.25%
88,859
-5,500
24
$8.96M 1.23%
67,819
-466
25
$8.92M 1.22%
77,947
+825
1
2 3 4 5