BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+4.98%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$731M
AUM Growth
+$12.7M
(+1.8%)
Cap. Flow
-$15.4M
Cap. Flow
% of AUM
-2.11%
Top 10 Holdings %
Top 10 Hldgs %
21.42%
Holding
248
New
14
Increased
60
Reduced
107
Closed
10
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.78M |
| 2 |
Hubbell
HUBB
|
$1.34M |
| 3 |
SRCL
Stericycle Inc
SRCL
|
$1.27M |
| 4 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$940K |
| 5 |
Comcast
CMCSA
|
$896K |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.96M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.41M |
| 3 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$1.47M |
| 4 |
iShares MSCI Thailand ETF
THD
|
$1.24M |
| 5 |
Teradata
TDC
|
$1.22M |
Sector Composition
| 1 | Healthcare | 19.65% |
| 2 | Industrials | 14.35% |
| 3 | Technology | 11.94% |
| 4 | Consumer Staples | 10.97% |
| 5 | Financials | 7.19% |
