BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+8.31%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.25B
AUM Growth
+$44.1M
(+3.7%)
Cap. Flow
-$36.8M
Cap. Flow
% of AUM
-2.95%
Top 10 Holdings %
Top 10 Hldgs %
27.42%
Holding
275
New
8
Increased
53
Reduced
120
Closed
15
Top Buys
| 1 |
Costco
COST
|
+$1.86M |
| 2 |
EOG Resources
EOG
|
+$1.6M |
| 3 |
Chevron
CVX
|
+$1.57M |
| 4 |
Eaton
ETN
|
+$1.37M |
| 5 |
AptarGroup
ATR
|
+$1.09M |
Top Sells
| 1 |
FRC
First Republic Bank
FRC
|
+$19.3M |
| 2 |
TE Connectivity
TEL
|
+$3.97M |
| 3 |
Salesforce
CRM
|
+$1.82M |
| 4 |
Colgate-Palmolive
CL
|
+$1.82M |
| 5 |
Apple
AAPL
|
+$1.56M |
Sector Composition
| 1 | Technology | 25.63% |
| 2 | Healthcare | 16.27% |
| 3 | Industrials | 8.77% |
| 4 | Financials | 8.49% |
| 5 | Consumer Discretionary | 6.52% |
