We are live on ! Find out more
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
$595M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$2.72M
3
+$1.22M
4
GRID icon
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$1.01M
5
MYFW icon
First Western Financial
MYFW
+$927K

Top Sells

1
+$6.87M
2
+$2.72M
3
+$1.82M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.39M
5
AVDX
AvidXchange
AVDX
+$1.37M

Sector Composition

1 Technology 44.05%
2 Financials 6.12%
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
276
– –
-1,457
277
– –
-393
278
– –
-379,211
279
– –
-1,170
280
– –
-1,659
281
– –
-3
282
– –
-10,500
283
– –
-2,000
284
– –
-58
8 9 10 11
12