BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+6.64%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.3B
AUM Growth
+$56.8M
(+4.5%)
Cap. Flow
-$14.6M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
28.56%
Holding
271
New
11
Increased
64
Reduced
118
Closed
11
Top Buys
| 1 |
Chevron
CVX
|
+$4.66M |
| 2 |
Eaton
ETN
|
+$3.71M |
| 3 |
IQVIA
IQV
|
+$2.06M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.88M |
| 5 |
ServiceNow
NOW
|
+$1.44M |
Top Sells
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$5.37M |
| 2 |
Apple
AAPL
|
+$4.03M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.72M |
| 4 |
Microsoft
MSFT
|
+$1.39M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$1.26M |
Sector Composition
| 1 | Technology | 26.1% |
| 2 | Healthcare | 15.57% |
| 3 | Industrials | 9.29% |
| 4 | Financials | 8.81% |
| 5 | Consumer Discretionary | 6.75% |
