BFO
Boston Family Office Portfolio holdings
AUM $1.51B
1-Year Return
12.61%
This Quarter Return
+8.34%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$949M
AUM Growth
+$65.4M
(+7.4%)
Cap. Flow
-$1.95M
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
21.56%
Holding
269
New
6
Increased
81
Reduced
100
Closed
5
Top Buys
| 1 |
RTN
Raytheon Company
RTN
|
+$2.15M |
| 2 |
Visa
V
|
+$1.03M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$976K |
| 4 |
Microsoft
MSFT
|
+$884K |
| 5 |
Thermo Fisher Scientific
TMO
|
+$689K |
Top Sells
| 1 |
Wabtec
WAB
|
+$2.61M |
| 2 |
Apple
AAPL
|
+$1.93M |
| 3 |
Kinder Morgan
KMI
|
+$1.64M |
| 4 |
Oracle
ORCL
|
+$1.16M |
| 5 |
New York Times
NYT
|
+$803K |
Sector Composition
| 1 | Healthcare | 17.16% |
| 2 | Technology | 16.14% |
| 3 | Industrials | 11.93% |
| 4 | Consumer Staples | 8.18% |
| 5 | Financials | 7.82% |
