BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+15.63%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$925M
AUM Growth
+$121M
(+15%)
Cap. Flow
-$922K
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
22.31%
Holding
255
New
7
Increased
77
Reduced
98
Closed
5
Top Buys
| 1 |
Air Products & Chemicals
APD
|
+$7.1M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
+$2.9M |
| 3 |
Microsoft
MSFT
|
+$2.31M |
| 4 |
CVS Health
CVS
|
+$2.12M |
| 5 |
Visa
V
|
+$1.74M |
Top Sells
| 1 |
Linde
LIN
|
+$7.75M |
| 2 |
CELG
Celgene Corp
CELG
|
+$5.83M |
| 3 |
Air Lease Corp
AL
|
+$2.7M |
| 4 |
American Tower
AMT
|
+$2.17M |
| 5 |
Kinder Morgan
KMI
|
+$1.46M |
Sector Composition
| 1 | Healthcare | 16.89% |
| 2 | Technology | 16.36% |
| 3 | Industrials | 11.15% |
| 4 | Consumer Staples | 8.91% |
| 5 | Financials | 8.26% |
