BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.83M
3
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1
+$12.3M
2
+$6.49M
3
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLT icon
226
iShares 20+ Year Treasury Bond ETF
TLT
$42.2B
$420K 0.03%
+4,820
GSAT icon
227
Globalstar
GSAT
$10.5B
$407K 0.03%
6,666
ABNB icon
228
Airbnb
ABNB
$84.2B
$400K 0.03%
2,948
+242
AEM icon
229
Agnico Eagle Mines
AEM
$92B
$397K 0.03%
2,344
DEO icon
230
Diageo
DEO
$44.3B
$390K 0.02%
4,516
-232
SYY icon
231
Sysco
SYY
$35.4B
$389K 0.02%
5,280
DG icon
232
Dollar General
DG
$25.2B
$382K 0.02%
+2,877
WAT icon
233
Waters Corp
WAT
$30.1B
$372K 0.02%
979
+25
TXN icon
234
Texas Instruments
TXN
$256B
$371K 0.02%
2,138
IWC icon
235
iShares Micro-Cap ETF
IWC
$1.39B
$368K 0.02%
2,333
UBER icon
236
Uber
UBER
$153B
$366K 0.02%
4,478
+1,827
CARR icon
237
Carrier Global
CARR
$56.2B
$364K 0.02%
6,883
+83
VFC icon
238
VF Corp
VFC
$7.44B
$362K 0.02%
+20,000
JMUB icon
239
JPMorgan Municipal ETF
JMUB
$7.4B
$352K 0.02%
6,963
ICE icon
240
Intercontinental Exchange
ICE
$87.7B
$351K 0.02%
2,165
+460
FISV
241
Fiserv Inc
FISV
$33.1B
$347K 0.02%
5,172
-8,220
MCO icon
242
Moody's
MCO
$79.6B
$343K 0.02%
671
NEOG icon
243
Neogen
NEOG
$2.07B
$343K 0.02%
49,110
VGIT icon
244
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$343K 0.02%
5,723
-19
VRTX icon
245
Vertex Pharmaceuticals
VRTX
$108B
$338K 0.02%
746
VLTO icon
246
Veralto
VLTO
$21.5B
$336K 0.02%
3,366
-119
WCN icon
247
Waste Connections
WCN
$41B
$331K 0.02%
1,890
+285
SDY icon
248
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$329K 0.02%
2,361
CP icon
249
Canadian Pacific Kansas City
CP
$77B
$328K 0.02%
4,453
-550
GS icon
250
Goldman Sachs
GS
$272B
$325K 0.02%
370
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