BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+7.39%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$703M
AUM Growth
+$44.2M
(+6.7%)
Cap. Flow
+$229K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
21.9%
Holding
255
New
4
Increased
50
Reduced
124
Closed
5
Top Buys
| 1 |
Middleby
MIDD
|
$3.94M |
| 2 |
iShares MSCI Thailand ETF
THD
|
$1.4M |
| 3 |
eBay
EBAY
|
$885K |
| 4 |
Fastenal
FAST
|
$828K |
| 5 |
iShares Micro-Cap ETF
IWC
|
$622K |
Top Sells
| 1 |
ANSS
Ansys
ANSS
|
$1.05M |
| 2 |
Textron
TXT
|
$686K |
| 3 |
Air Products & Chemicals
APD
|
$666K |
| 4 |
Johnson & Johnson
JNJ
|
$583K |
| 5 |
RTX Corp
RTX
|
$391K |
Sector Composition
| 1 | Healthcare | 16.42% |
| 2 | Industrials | 13.18% |
| 3 | Technology | 12.26% |
| 4 | Consumer Staples | 10.43% |
| 5 | Energy | 8.27% |
