BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
-5.55%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.13B
AUM Growth
-$71.9M
(-6%)
Cap. Flow
+$3.22M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
26.35%
Holding
275
New
7
Increased
69
Reduced
113
Closed
15
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.45M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$2.45M |
| 3 |
Teradyne
TER
|
+$2.35M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$2.32M |
| 5 |
Illumina
ILMN
|
+$2.13M |
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
+$4.44M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.68M |
| 3 |
Automatic Data Processing
ADP
|
+$1.51M |
| 4 |
SPDR S&P Biotech ETF
XBI
|
+$1.51M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.44M |
Sector Composition
| 1 | Technology | 23.58% |
| 2 | Healthcare | 16.27% |
| 3 | Financials | 8.46% |
| 4 | Industrials | 8.01% |
| 5 | Consumer Discretionary | 6.49% |
