BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+4.82%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$803M
AUM Growth
+$25.5M
(+3.3%)
Cap. Flow
-$2.03M
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
21.56%
Holding
268
New
11
Increased
55
Reduced
109
Closed
9
Top Buys
| 1 |
Kinder Morgan
KMI
|
$3.3M |
| 2 |
EOG Resources
EOG
|
$1.44M |
| 3 |
Verizon
VZ
|
$615K |
| 4 |
Golar LNG
GLNG
|
$547K |
| 5 |
CDK
CDK Global, Inc.
CDK
|
$542K |
Top Sells
| 1 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$1.82M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.37M |
| 3 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
$899K |
| 4 |
Stepan Co
SCL
|
$662K |
| 5 |
Vodafone
VOD
|
$567K |
Sector Composition
| 1 | Healthcare | 18.19% |
| 2 | Industrials | 14.8% |
| 3 | Technology | 12.55% |
| 4 | Consumer Staples | 10.22% |
| 5 | Energy | 6.97% |
