BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+2.99%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$772M
AUM Growth
-$189K
(-0.02%)
Cap. Flow
-$14.8M
Cap. Flow
% of AUM
-1.92%
Top 10 Holdings %
Top 10 Hldgs %
20.78%
Holding
252
New
6
Increased
51
Reduced
137
Closed
9
Top Buys
| 1 |
Bankunited
BKU
|
+$1.38M |
| 2 |
Golar LNG
GLNG
|
+$1.07M |
| 3 |
Fortive
FTV
|
+$946K |
| 4 |
Kinder Morgan
KMI
|
+$672K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$451K |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
+$2.07M |
| 2 |
ANSS
Ansys
ANSS
|
+$2.03M |
| 3 |
Danaher
DHR
|
+$1.34M |
| 4 |
SYNT
Syntel Inc
SYNT
|
+$1.3M |
| 5 |
Air Lease Corp
AL
|
+$931K |
Sector Composition
| 1 | Healthcare | 18.17% |
| 2 | Industrials | 13.87% |
| 3 | Technology | 12.23% |
| 4 | Consumer Staples | 10.95% |
| 5 | Financials | 7.25% |
