BFO
Biltmore Family Office Portfolio holdings
AUM
$592M
1-Year Est. Return
14.08%
1 Year Est. Return
+14.08%
AUM
$592M
AUM Growth
+$5.26M
(+0.9%)
Holding
288
Top Buys
| 1 | +$4.75M | |
| 2 | +$677K | |
| 3 | +$530K | |
| 4 |
Coca-Cola
KO
|
+$437K |
| 5 |
GE Vernova
GEV
|
+$286K |
Top Sells
| 1 | +$3.18M | |
| 2 | +$1.98M | |
| 3 | +$1.54M | |
| 4 |
Microsoft
MSFT
|
+$1.52M |
| 5 |
Apple
AAPL
|
+$1.43M |
Sector Composition
| 1 | Technology | 39.07% |
| 2 | Financials | 6.47% |
| 3 | Industrials | 4.21% |
| 4 | Healthcare | 4.14% |
| 5 | Consumer Staples | 2.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Amplify Blockchain Technology ETF
BLOK
$1.49B
| $571 | ﹤0.01% |
10
|
|
||
277
ARK Web x.0 ETF
ARKW
$2.71B
| $295 | ﹤0.01% |
2
|
|
||
278
Global X CleanTech ETF
CTEC
$30.1M
| $271 | ﹤0.01% |
+8
|
|
||
279
VanEck Gaming ETF
BJK
$25.1M
| $212 | ﹤0.01% |
5
|
|
||
280
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$81.8M
| $110 | ﹤0.01% |
5
|
|
||
281
Amplify Travel Tech ETF
AWAY
$39.6M
| $108 | ﹤0.01% |
5
|
|
||
282
Accenture
ACN
$145B
| – | – |
-735
|
|
||
283
Brookfield
BN
$98.8B
| – | – |
-4,000
|
|
||
284
VanEck Gold Miners ETF
GDX
$22.8B
| – | – |
-114
|
|
||
285
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
| – | – |
-70
|
|
||
286
Invesco Aerospace & Defense ETF
PPA
$6.49B
| – | – |
-190
|
|
||
287
Phillips 66
PSX
$51.9B
| – | – |
-1,659
|
|
||
288
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
| – | – |
-125
|
|