BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+5.86%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$911M
AUM Growth
+$30.5M
(+3.5%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
20.4%
Holding
269
New
12
Increased
68
Reduced
112
Closed
8
Top Buys
| 1 |
FRC
First Republic Bank
FRC
|
+$2.16M |
| 2 |
TE Connectivity
TEL
|
+$1.95M |
| 3 |
Neogen
NEOG
|
+$1.15M |
| 4 |
Salesforce
CRM
|
+$939K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$708K |
Top Sells
| 1 |
Newell Brands
NWL
|
+$3.67M |
| 2 |
Bankunited
BKU
|
+$3.01M |
| 3 |
BCR
CR Bard Inc.
BCR
|
+$1.44M |
| 4 |
ANSS
Ansys
ANSS
|
+$947K |
| 5 |
Wolfspeed
WOLF
|
+$896K |
Sector Composition
| 1 | Healthcare | 16.57% |
| 2 | Technology | 14.17% |
| 3 | Industrials | 13.6% |
| 4 | Consumer Staples | 9.64% |
| 5 | Financials | 7.38% |
