BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+5.04%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$788M
AUM Growth
+$35.1M
(+4.7%)
Cap. Flow
+$694K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
21.4%
Holding
268
New
10
Increased
75
Reduced
96
Closed
3
Top Buys
| 1 |
Air Lease Corp
AL
|
$3.1M |
| 2 |
Middleby
MIDD
|
$2.7M |
| 3 |
Roper Technologies
ROP
|
$676K |
| 4 |
ESV
Ensco Rowan plc
ESV
|
$674K |
| 5 |
TE Connectivity
TEL
|
$649K |
Top Sells
| 1 |
Golar LNG
GLNG
|
$2.13M |
| 2 |
eBay
EBAY
|
$2.04M |
| 3 |
Vodafone
VOD
|
$1.29M |
| 4 |
iShares MSCI Thailand ETF
THD
|
$793K |
| 5 |
Cisco
CSCO
|
$714K |
Sector Composition
| 1 | Healthcare | 17.35% |
| 2 | Industrials | 14.35% |
| 3 | Technology | 12.1% |
| 4 | Consumer Staples | 9.69% |
| 5 | Energy | 8.75% |
