BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
-6.84%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.41B
AUM Growth
-$133M
(-8.6%)
Cap. Flow
-$7.55M
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
27.43%
Holding
296
New
14
Increased
84
Reduced
108
Closed
10
Top Buys
| 1 |
Teradyne
TER
|
+$5.87M |
| 2 |
Adobe
ADBE
|
+$3.94M |
| 3 |
Salesforce
CRM
|
+$2.86M |
| 4 |
Intel
INTC
|
+$2.5M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.54M |
Top Sells
| 1 |
Apple
AAPL
|
+$6.27M |
| 2 |
Dollar Tree
DLTR
|
+$3.46M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.32M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.4M |
| 5 |
Becton Dickinson
BDX
|
+$2.14M |
Sector Composition
| 1 | Technology | 24.67% |
| 2 | Healthcare | 15.48% |
| 3 | Financials | 8.49% |
| 4 | Industrials | 8.12% |
| 5 | Consumer Discretionary | 6.79% |
