BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
-4.64%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.22B
AUM Growth
-$84.7M
(-6.5%)
Cap. Flow
-$9.33M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
27.95%
Holding
265
New
5
Increased
72
Reduced
105
Closed
12
Top Buys
| 1 |
Walt Disney
DIS
|
+$2.35M |
| 2 |
American Tower
AMT
|
+$2.35M |
| 3 |
Salesforce
CRM
|
+$1.61M |
| 4 |
Eaton
ETN
|
+$1.35M |
| 5 |
AptarGroup
ATR
|
+$1.18M |
Top Sells
| 1 |
Apple
AAPL
|
+$6.18M |
| 2 |
Illumina
ILMN
|
+$2.26M |
| 3 |
TE Connectivity
TEL
|
+$1.93M |
| 4 |
JPMorgan Chase
JPM
|
+$1.9M |
| 5 |
Middleby
MIDD
|
+$1.41M |
Sector Composition
| 1 | Technology | 24.94% |
| 2 | Healthcare | 15.66% |
| 3 | Industrials | 9.13% |
| 4 | Financials | 9.11% |
| 5 | Consumer Discretionary | 6.56% |
