BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$305K 0.03%
5,578
-255
227
$303K 0.03%
2,735
228
$298K 0.02%
2,245
229
$294K 0.02%
4,127
-1,800
230
$291K 0.02%
2,787
231
$290K 0.02%
2,235
232
$287K 0.02%
8,514
233
$283K 0.02%
4,130
-10,952
234
$283K 0.02%
1,322
235
$279K 0.02%
855
236
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5,440
237
$270K 0.02%
3,481
238
$264K 0.02%
5,065
-5,881
239
$263K 0.02%
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240
$261K 0.02%
2,423
241
$261K 0.02%
1,128
-573
242
$260K 0.02%
2,969
243
$257K 0.02%
+1,072
244
$244K 0.02%
1,718
245
$241K 0.02%
+2,082
246
$234K 0.02%
3,865
247
$232K 0.02%
875
248
$226K 0.02%
3,510
249
$222K 0.02%
1,842
-97
250
$222K 0.02%
+6,000
7 8 9
10
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