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BFO

Biltmore Family Office Portfolio holdings

AUM $716M
1-Year Est. Return 21.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.72M
3
+$2.43M
4
SO icon
Southern Company
SO
+$1.28M
5
PEP icon
PepsiCo
PEP
+$1.1M

Top Sells

1
+$41M
2
+$2.22M
3
+$2.14M
4
INTU icon
Intuit
INTU
+$1.61M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.38M

Sector Composition

1 Technology 43.81%
2 Healthcare 5.79%
3 Financials 5.35%
4 Consumer Staples 3.43%
5 Industrials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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277
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278
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279
– –
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280
– –
-10
281
– –
-3,754
282
– –
-3,000
283
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-59
284
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285
– –
-31,002
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