BFO

Biltmore Family Office Portfolio holdings

AUM $592M
1-Year Est. Return 14.08%
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$1.25M
3 +$773K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$752K
5
FTAI icon
FTAI Aviation
FTAI
+$692K

Top Sells

1 +$8.57M
2 +$8.22M
3 +$3.77M
4
RTX icon
RTX Corp
RTX
+$3.54M
5
IAU icon
iShares Gold Trust
IAU
+$3.34M

Sector Composition

1 Healthcare 12.75%
2 Technology 12.07%
3 Industrials 7.33%
4 Consumer Staples 6.75%
5 Financials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,891
227
-16
228
-913