BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+23.36%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.03B
AUM Growth
+$182M
(+21%)
Cap. Flow
-$1.17M
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
28.73%
Holding
253
New
17
Increased
58
Reduced
106
Closed
9
Top Buys
| 1 |
Salesforce
CRM
|
+$2.79M |
| 2 |
Adobe
ADBE
|
+$2.3M |
| 3 |
RTX Corp
RTX
|
+$1.27M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.2M |
| 5 |
Ecolab
ECL
|
+$1.17M |
Top Sells
| 1 |
SS&C Technologies
SSNC
|
+$3.79M |
| 2 |
Gilead Sciences
GILD
|
+$3.34M |
| 3 |
RTN
Raytheon Company
RTN
|
+$2.11M |
| 4 |
Middleby
MIDD
|
+$1.41M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$1.02M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Healthcare | 16.23% |
| 3 | Financials | 9.46% |
| 4 | Industrials | 8.37% |
| 5 | Consumer Staples | 8.17% |
