BFO

Biltmore Family Office Portfolio holdings

AUM $592M
1-Year Est. Return 14.08%
This Quarter Est. Return
1 Year Est. Return
+14.08%
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 Sells

1 +$7.29M
2 +$2.72M
3 +$1.82M
4
AVDX
AvidXchange
AVDX
+$1.45M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.38M

Sector Composition

1 Technology 44.12%
2 Financials 6.05%
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
176
$280K 0.05%
7,202
+2,620
177
$277K 0.05%
3,550
-350
178
$271K 0.05%
214
179
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180
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2,179
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181
$262K 0.04%
1,517
182
$260K 0.04%
2,825
183
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600
184
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-34
185
$244K 0.04%
695
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186
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2,336
187
$231K 0.04%
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-427
188
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189
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4,000
190
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785
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5,178
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192
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1,510
195
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196
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23,029
197
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8,148
198
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199
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200
$204K 0.03%
1,171