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
$772M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.23M
3
+$1.83M
4
NWL icon
Newell Brands
NWL
+$1.5M
5
SRCL
Stericycle Inc
SRCL
+$1.33M

Top Sells

1
+$3.02M
2
+$2.5M
3
+$2.11M
4
MON
Monsanto Co
MON
+$1.6M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.15M

Sector Composition

1 Healthcare 18.68%
2 Industrials 14%
3 Consumer Staples 11.82%
4 Technology 11.65%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 2.74%
174,168
-1,304
2
$18.6M 2.41%
198,074
+304
3
$17.1M 2.22%
81,728
+1,396
4
$16.3M 2.11%
681,088
+146,452
5
$16M 2.07%
153,754
+12,777
6
$15.6M 2.02%
171,623
-509
7
$14.8M 1.91%
206,935
-1,387
8
$14.4M 1.86%
145,775
-3,354
9
$14.3M 1.86%
171,920
-1,222
10
$14.3M 1.85%
125,956
-59
11
$14M 1.81%
117,682
-172
12
$13.4M 1.74%
154,062
-270
13
$13M 1.68%
112,399
-4,746
14
$12.8M 1.66%
363,853
-10,724
15
$12.7M 1.65%
186,193
-435
16
$12.4M 1.61%
146,398
-613
17
$12M 1.55%
44,068
-1
18
$11.6M 1.5%
76,743
-16,585
19
$10.6M 1.38%
134,585
-459
20
$10.4M 1.34%
131,138
-408
21
$10.2M 1.32%
88,616
-485
22
$10.1M 1.31%
246,689
23
$10M 1.3%
172,954
+36
24
$9.96M 1.29%
68,801
-415
25
$9.6M 1.24%
101,822
+720
1
2 3 4 5