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
$585M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$1.3M
3 +$1.14M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.07M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$811K

Top Sells

1 +$7.21M
2 +$365K
3 +$214K
4
BA icon
Boeing
BA
+$210K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$176K

Sector Composition

1 Technology 42.74%
2 Financials 5.61%
3 Healthcare 4.95%
4 Industrials 4.48%
5 Consumer Staples 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-300
277
-907