BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+6.37%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$813M
AUM Growth
+$43.5M
(+5.6%)
Cap. Flow
-$1.96M
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
20.71%
Holding
251
New
10
Increased
63
Reduced
107
Closed
7
Top Buys
| 1 |
Automatic Data Processing
ADP
|
+$2.91M |
| 2 |
Air Lease Corp
AL
|
+$2.12M |
| 3 |
IQVIA
IQV
|
+$1.98M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.91M |
| 5 |
GE Aerospace
GE
|
+$1.72M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
+$2.64M |
| 2 |
Middleby
MIDD
|
+$2.45M |
| 3 |
Gilead Sciences
GILD
|
+$1.53M |
| 4 |
Rockwell Automation
ROK
|
+$1.4M |
| 5 |
Apple
AAPL
|
+$1.14M |
Sector Composition
| 1 | Healthcare | 17.01% |
| 2 | Industrials | 14.02% |
| 3 | Technology | 13.29% |
| 4 | Consumer Staples | 10.45% |
| 5 | Financials | 7.85% |
