BFO

Biltmore Family Office Portfolio holdings

AUM $703M
1-Year Est. Return 20.1%
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$1.63M
3 +$1.63M
4
IDRV icon
iShares Self-Driving EV and Tech ETF
IDRV
+$1.53M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1.29M

Top Sells

1 +$4.62M
2 +$2.93M
3 +$2.18M
4
IAU icon
iShares Gold Trust
IAU
+$1.74M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.34M

Sector Composition

1 Technology 47.2%
2 Financials 5.22%
3 Healthcare 4.75%
4 Industrials 3.78%
5 Consumer Staples 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-27
252
-5,201