BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+1.55%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.39B
AUM Growth
-$2.23M
(-0.16%)
Cap. Flow
-$4.18M
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
28.73%
Holding
279
New
15
Increased
49
Reduced
121
Closed
14
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$8.4M |
| 2 |
Palo Alto Networks
PANW
|
+$3.29M |
| 3 |
ASML
ASML
|
+$3.23M |
| 4 |
Adobe
ADBE
|
+$2.67M |
| 5 |
McCormick & Company Non-Voting
MKC
|
+$2.61M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.78M |
| 2 |
CVS Health
CVS
|
+$2.89M |
| 3 |
Invesco Variable Rate Preferred ETF
VRP
|
+$2.38M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.17M |
| 5 |
AptarGroup
ATR
|
+$1.76M |
Sector Composition
| 1 | Technology | 26.6% |
| 2 | Healthcare | 14.42% |
| 3 | Financials | 9.21% |
| 4 | Industrials | 8.75% |
| 5 | Consumer Discretionary | 6.29% |
