BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+2.08%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$770M
AUM Growth
-$1.67M
(-0.22%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-1.35%
Top 10 Holdings %
Top 10 Hldgs %
20.83%
Holding
246
New
3
Increased
56
Reduced
119
Closed
5
Top Buys
| 1 |
CVS Health
CVS
|
+$2.57M |
| 2 |
Amazon
AMZN
|
+$664K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$438K |
| 4 |
Fiserv
FI
|
+$433K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$358K |
Top Sells
| 1 |
SRCL
Stericycle Inc
SRCL
|
+$2.18M |
| 2 |
Teva Pharmaceuticals
TEVA
|
+$1.29M |
| 3 |
AptarGroup
ATR
|
+$1.18M |
| 4 |
Gilead Sciences
GILD
|
+$1.08M |
| 5 |
Middleby
MIDD
|
+$1.08M |
Sector Composition
| 1 | Healthcare | 17.33% |
| 2 | Industrials | 14.26% |
| 3 | Technology | 12.55% |
| 4 | Consumer Staples | 10.47% |
| 5 | Financials | 7.88% |
