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
$964M
AUM Growth
+$901K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.53M
3
+$1.31M
4
CVS icon
CVS Health
CVS
+$853K
5
SSNC icon
SS&C Technologies
SSNC
+$807K

Top Sells

1
+$6.65M
2
+$1.09M
3
+$830K
4
APC
Anadarko Petroleum
APC
+$805K
5
XOM icon
Exxon Mobil
XOM
+$771K

Sector Composition

1 Technology 17.84%
2 Healthcare 16.5%
3 Industrials 9.77%
4 Consumer Staples 9.05%
5 Financials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.4M 3.25%
560,112
-4,564
2
$26.3M 2.73%
119,113
-541
3
$23.2M 2.41%
78,212
+1,915
4
$22.9M 2.38%
141,429
+174
5
$22.4M 2.33%
101,410
-279
6
$22.1M 2.29%
254,500
+17,580
7
$20.5M 2.13%
103,638
-136
8
$20.2M 2.1%
145,636
+1,747
9
$18.9M 1.96%
109,845
-149
10
$17.7M 1.84%
177,182
-2,095
11
$16.7M 1.73%
177,751
+1,781
12
$16.5M 1.72%
127,805
-8,447
13
$15.7M 1.63%
105,010
+728
14
$14.9M 1.54%
92,121
-455
15
$14.6M 1.52%
151,326
-1,459
16
$14.4M 1.5%
40,896
+9
17
$14.1M 1.47%
68,524
+145
18
$13.6M 1.41%
65,255
+297
19
$13.4M 1.39%
171,830
-687
20
$13.4M 1.39%
81,156
+489
21
$13.3M 1.38%
112,564
+1,011
22
$13M 1.35%
104,749
-741
23
$12.3M 1.28%
306,552
-12,291
24
$12.1M 1.25%
54,505
-4
25
$11.7M 1.22%
54,276
+916
1
2 3 4 5