BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+2.59%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$772M
AUM Growth
+$12.8M
(+1.7%)
Cap. Flow
-$2.28M
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
21.05%
Holding
257
New
18
Increased
58
Reduced
106
Closed
11
Top Buys
| 1 |
Apple
AAPL
|
+$3.5M |
| 2 |
S&P Global
SPGI
|
+$3.23M |
| 3 |
Bankunited
BKU
|
+$1.83M |
| 4 |
Newell Brands
NWL
|
+$1.5M |
| 5 |
SRCL
Stericycle Inc
SRCL
|
+$1.33M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$3.02M |
| 2 |
GE Aerospace
GE
|
+$2.5M |
| 3 |
JAH
JARDEN CORPORATION
JAH
|
+$2.11M |
| 4 |
MON
Monsanto Co
MON
|
+$1.6M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.15M |
Sector Composition
| 1 | Healthcare | 18.68% |
| 2 | Industrials | 14% |
| 3 | Consumer Staples | 11.82% |
| 4 | Technology | 11.65% |
| 5 | Financials | 7.1% |
