BFO
Boston Family Office Portfolio holdings
AUM $1.51B
1-Year Return
12.61%
This Quarter Return
+11.71%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.54B
AUM Growth
+$157M
(+11%)
Cap. Flow
+$6.95M
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
27.7%
Holding
289
New
10
Increased
90
Reduced
108
Closed
7
Top Buys
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$5.63M |
| 2 |
Teradyne
TER
|
+$3.34M |
| 3 |
AptarGroup
ATR
|
+$3.3M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$3.2M |
| 5 |
Visa
V
|
+$3.03M |
Top Sells
| 1 |
Dollar Tree
DLTR
|
+$3.58M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.07M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$2.35M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.96M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.87M |
Sector Composition
| 1 | Technology | 24.4% |
| 2 | Healthcare | 15.4% |
| 3 | Industrials | 8.02% |
| 4 | Financials | 7.85% |
| 5 | Consumer Discretionary | 7.2% |
