BFO
Boston Family Office Portfolio holdings
AUM $1.51B
1-Year Return
12.61%
This Quarter Return
-16.76%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$847M
AUM Growth
-$205M
(-20%)
Cap. Flow
-$12.3M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
27.22%
Holding
257
New
5
Increased
68
Reduced
98
Closed
21
Top Buys
| 1 |
IQVIA
IQV
|
+$1.28M |
| 2 |
Zebra Technologies
ZBRA
|
+$1.13M |
| 3 |
Chevron
CVX
|
+$1.06M |
| 4 |
Boeing
BA
|
+$931K |
| 5 |
Visa
V
|
+$557K |
Top Sells
| 1 |
American Tower
AMT
|
+$2.24M |
| 2 |
Gilead Sciences
GILD
|
+$1.63M |
| 3 |
Exxon Mobil
XOM
|
+$1.3M |
| 4 |
Verizon
VZ
|
+$1.22M |
| 5 |
Marsh & McLennan
MMC
|
+$1.21M |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Healthcare | 17.21% |
| 3 | Financials | 9.76% |
| 4 | Industrials | 8.71% |
| 5 | Consumer Staples | 8.7% |
