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
$595M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Sells

1 +$7.29M
2 +$2.72M
3 +$1.82M
4
AVDX
AvidXchange
AVDX
+$1.45M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.38M

Sector Composition

1 Technology 44.12%
2 Financials 6.05%
3 Healthcare 4.19%
4 Industrials 4.13%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$41.5K 0.01%
250
227
$41.1K 0.01%
533
228
$40.9K 0.01%
875
229
$39.9K 0.01%
603
230
$39.3K 0.01%
175
231
$38.8K 0.01%
180
-50
232
$37.9K 0.01%
323
233
$37.1K 0.01%
2,000
+1,500
234
$36.2K 0.01%
550
235
$35.1K 0.01%
735
236
$33.1K 0.01%
841
237
$32.1K 0.01%
+300
238
$32K 0.01%
+300
239
$27.5K ﹤0.01%
350
240
$26.8K ﹤0.01%
936
+801
241
$21.8K ﹤0.01%
629
242
$20.9K ﹤0.01%
500
243
$20.4K ﹤0.01%
850
244
$19K ﹤0.01%
662
245
$18.3K ﹤0.01%
31,002
246
$17.7K ﹤0.01%
203
247
$16.2K ﹤0.01%
650
248
$14.5K ﹤0.01%
5,441
-121,494
249
$13.5K ﹤0.01%
105
250
$13.2K ﹤0.01%
100