BFO
Biltmore Family Office Portfolio holdings
AUM
$592M
This Quarter Return
-2.33%
1 Year Return
+14.08%
3 Year Return
+82.81%
5 Year Return
+124.12%
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(+1.8%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
5.04%
Top 10 Holdings %
Top 10 Hldgs %
26.95%
Holding
161
New
11
Increased
48
Reduced
35
Closed
4
Top Buys
| 1 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
$2.82M |
| 2 |
iShares Core MSCI Europe ETF
IEUR
|
$2.35M |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$1.8M |
| 4 |
DuPont de Nemours
DD
|
$1.04M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$896K |
Top Sells
Sector Composition
| 1 | Healthcare | 12.13% |
| 2 | Consumer Staples | 10.74% |
| 3 | Industrials | 8.87% |
| 4 | Technology | 8.84% |
| 5 | Financials | 6.83% |
