BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+2.7%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$759M
AUM Growth
+$28.4M
(+3.9%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
20.82%
Holding
248
New
10
Increased
68
Reduced
95
Closed
9
Top Buys
| 1 |
Weyerhaeuser
WY
|
+$5.7M |
| 2 |
Ecolab
ECL
|
+$4.45M |
| 3 |
GE Aerospace
GE
|
+$3.73M |
| 4 |
Apple
AAPL
|
+$2.61M |
| 5 |
Nordic American Tanker
NAT
|
+$2.36M |
Top Sells
| 1 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
+$5.72M |
| 2 |
CB
CHUBB CORPORATION
CB
|
+$2.78M |
| 3 |
RTX Corp
RTX
|
+$2.52M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.18M |
| 5 |
Franklin Resources
BEN
|
+$1.63M |
Sector Composition
| 1 | Healthcare | 18.47% |
| 2 | Industrials | 15% |
| 3 | Technology | 12.34% |
| 4 | Consumer Staples | 11.14% |
| 5 | Financials | 6.84% |
