BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
-7.21%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$718M
AUM Growth
-$77.7M
(-9.8%)
Cap. Flow
-$13.9M
Cap. Flow
% of AUM
-1.93%
Top 10 Holdings %
Top 10 Hldgs %
22.13%
Holding
260
New
5
Increased
57
Reduced
91
Closed
26
Top Buys
| 1 |
Kinder Morgan
KMI
|
+$4.56M |
| 2 |
Roper Technologies
ROP
|
+$1.62M |
| 3 |
Union Pacific
UNP
|
+$1.52M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.38M |
| 5 |
Kraft Heinz
KHC
|
+$949K |
Top Sells
| 1 |
Teradata
TDC
|
+$2.95M |
| 2 |
RTX Corp
RTX
|
+$1.92M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.84M |
| 4 |
PLL
PALL CORP
PLL
|
+$1.38M |
| 5 |
ESV
Ensco Rowan plc
ESV
|
+$1.27M |
Sector Composition
| 1 | Healthcare | 18.68% |
| 2 | Industrials | 14.6% |
| 3 | Technology | 12.22% |
| 4 | Consumer Staples | 10.59% |
| 5 | Financials | 7.18% |
