BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+2.64%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$884M
AUM Growth
+$6.79M
(+0.77%)
Cap. Flow
-$8.12M
Cap. Flow
% of AUM
-0.92%
Top 10 Holdings %
Top 10 Hldgs %
21.23%
Holding
269
New
8
Increased
62
Reduced
115
Closed
6
Top Buys
| 1 |
Amazon
AMZN
|
+$3.15M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
+$3.06M |
| 3 |
TE Connectivity
TEL
|
+$2.24M |
| 4 |
Visa
V
|
+$1.51M |
| 5 |
American Tower
AMT
|
+$1.04M |
Top Sells
| 1 |
Parker-Hannifin
PH
|
+$6.05M |
| 2 |
Oracle
ORCL
|
+$5.35M |
| 3 |
MON
Monsanto Co
MON
|
+$2.64M |
| 4 |
Exxon Mobil
XOM
|
+$1.92M |
| 5 |
GE Aerospace
GE
|
+$1.42M |
Sector Composition
| 1 | Healthcare | 16.41% |
| 2 | Technology | 15.55% |
| 3 | Industrials | 11.64% |
| 4 | Consumer Staples | 8.49% |
| 5 | Financials | 7.8% |
