BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+0.42%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$796M
AUM Growth
-$9.83M
(-1.2%)
Cap. Flow
-$7.91M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
21.92%
Holding
266
New
7
Increased
60
Reduced
128
Closed
11
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.3M |
| 2 |
SYNT
Syntel Inc
SYNT
|
+$1.8M |
| 3 |
American Tower
AMT
|
+$1.3M |
| 4 |
Bankunited
BKU
|
+$981K |
| 5 |
Union Pacific
UNP
|
+$897K |
Top Sells
| 1 |
Teradata
TDC
|
+$1.59M |
| 2 |
Johnson & Johnson
JNJ
|
+$1.09M |
| 3 |
Verizon
VZ
|
+$1.09M |
| 4 |
Apple
AAPL
|
+$976K |
| 5 |
Zebra Technologies
ZBRA
|
+$921K |
Sector Composition
| 1 | Healthcare | 18.42% |
| 2 | Industrials | 14.67% |
| 3 | Technology | 12.65% |
| 4 | Consumer Staples | 9.88% |
| 5 | Financials | 6.96% |
