BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+7.1%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.51B
AUM Growth
+$93.2M
(+6.6%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
28.33%
Holding
296
New
16
Increased
84
Reduced
110
Closed
11
Top Buys
| 1 |
Eli Lilly
LLY
|
+$2.93M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$2.32M |
| 3 |
Amazon
AMZN
|
+$2.14M |
| 4 |
Vanguard Core Bond ETF
VCRB
|
+$1.97M |
| 5 |
Netflix
NFLX
|
+$1.52M |
Top Sells
| 1 |
IQVIA
IQV
|
+$1.6M |
| 2 |
Zebra Technologies
ZBRA
|
+$1.45M |
| 3 |
Seagate
STX
|
+$1.44M |
| 4 |
Johnson & Johnson
JNJ
|
+$1.18M |
| 5 |
Teradyne
TER
|
+$1.03M |
Sector Composition
| 1 | Technology | 26.36% |
| 2 | Healthcare | 12.42% |
| 3 | Financials | 10.58% |
| 4 | Industrials | 8.73% |
| 5 | Consumer Discretionary | 6.3% |
