BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+5.85%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$845M
AUM Growth
+$31.5M
(+3.9%)
Cap. Flow
+$5.41M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
20.58%
Holding
256
New
12
Increased
84
Reduced
90
Closed
4
Top Buys
| 1 |
Newell Brands
NWL
|
+$1.28M |
| 2 |
Hologic
HOLX
|
+$1.09M |
| 3 |
IQVIA
IQV
|
+$810K |
| 4 |
Meta Platforms (Facebook)
META
|
+$710K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$704K |
Top Sells
| 1 |
Schlumberger
SLB
|
+$995K |
| 2 |
WPP
WPP
|
+$985K |
| 3 |
ANSS
Ansys
ANSS
|
+$827K |
| 4 |
GE Aerospace
GE
|
+$822K |
| 5 |
Gilead Sciences
GILD
|
+$738K |
Sector Composition
| 1 | Healthcare | 17.31% |
| 2 | Industrials | 13.52% |
| 3 | Technology | 13.24% |
| 4 | Consumer Staples | 10.05% |
| 5 | Financials | 7.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Energy Select Sector SPDR Fund
XLE
$27.1B
| – | – |
-2,900
| Closed | -$203K |
|