BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+0.28%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$659M
AUM Growth
–
Cap. Flow
+$659M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.3%
Holding
251
New
251
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$20.9M |
| 2 |
Exxon Mobil
XOM
|
$19.4M |
| 3 |
Johnson & Johnson
JNJ
|
$16.7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$16.3M |
| 5 |
SRCL
Stericycle Inc
SRCL
|
$13.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.36% |
| 2 | Technology | 12.4% |
| 3 | Industrials | 12.24% |
| 4 | Consumer Staples | 11.28% |
| 5 | Energy | 8.58% |
