BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
-13.56%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.2B
AUM Growth
-$208M
(-15%)
Cap. Flow
-$3.99M
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
26.53%
Holding
292
New
6
Increased
85
Reduced
95
Closed
24
Top Buys
| 1 |
Illumina
ILMN
|
+$1.77M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$1.73M |
| 3 |
Salesforce
CRM
|
+$1.54M |
| 4 |
ServiceNow
NOW
|
+$1.43M |
| 5 |
AptarGroup
ATR
|
+$1.41M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$7.09M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
+$3.57M |
| 3 |
Vanguard Total Bond Market
BND
|
+$3.02M |
| 4 |
Teradyne
TER
|
+$1.5M |
| 5 |
Becton Dickinson
BDX
|
+$1.25M |
Sector Composition
| 1 | Technology | 23.59% |
| 2 | Healthcare | 16.54% |
| 3 | Financials | 8.32% |
| 4 | Industrials | 7.61% |
| 5 | Consumer Discretionary | 6.26% |
