BFO
Boston Family Office Portfolio holdings
AUM $1.51B
1-Year Return
12.61%
This Quarter Return
+1.2%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$964M
AUM Growth
+$901K
(+0.09%)
Cap. Flow
-$6.09M
Cap. Flow
% of AUM
-0.63%
Top 10 Holdings %
Top 10 Hldgs %
23.42%
Holding
261
New
3
Increased
72
Reduced
110
Closed
10
Top Buys
| 1 |
Waste Management
WM
|
+$1.63M |
| 2 |
Amazon
AMZN
|
+$1.53M |
| 3 |
Xylem
XYL
|
+$1.31M |
| 4 |
CVS Health
CVS
|
+$853K |
| 5 |
SS&C Technologies
SSNC
|
+$807K |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
+$6.65M |
| 2 |
Johnson & Johnson
JNJ
|
+$1.09M |
| 3 |
WP
Worldpay, Inc.
WP
|
+$830K |
| 4 |
APC
Anadarko Petroleum
APC
|
+$805K |
| 5 |
Exxon Mobil
XOM
|
+$771K |
Sector Composition
| 1 | Technology | 17.84% |
| 2 | Healthcare | 16.5% |
| 3 | Industrials | 9.77% |
| 4 | Consumer Staples | 9.05% |
| 5 | Financials | 8.61% |
