BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+4.27%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.33B
AUM Growth
+$32.7M
(+2.5%)
Cap. Flow
-$21.5M
Cap. Flow
% of AUM
-1.61%
Top 10 Holdings %
Top 10 Hldgs %
25.6%
Holding
269
New
11
Increased
67
Reduced
121
Closed
3
Top Buys
| 1 |
Sherwin-Williams
SHW
|
+$4.24M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.64M |
| 3 |
S&P Global
SPGI
|
+$2.3M |
| 4 |
NextEra Energy, Inc.
NEE
|
+$1.31M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$1.12M |
Top Sells
| 1 |
Marsh & McLennan
MMC
|
+$9.25M |
| 2 |
Zebra Technologies
ZBRA
|
+$4.38M |
| 3 |
Apple
AAPL
|
+$1.89M |
| 4 |
General Mills
GIS
|
+$1.72M |
| 5 |
Idexx Laboratories
IDXX
|
+$1.57M |
Sector Composition
| 1 | Technology | 21.21% |
| 2 | Healthcare | 14.88% |
| 3 | Industrials | 8.28% |
| 4 | Financials | 8.11% |
| 5 | Consumer Discretionary | 7.04% |
