BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+8.96%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.2B
AUM Growth
+$78.9M
(+7%)
Cap. Flow
-$7.1M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
25.16%
Holding
274
New
14
Increased
65
Reduced
121
Closed
7
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$7.27M |
| 2 |
C.H. Robinson
CHRW
|
+$2.25M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$960K |
| 4 |
Sherwin-Williams
SHW
|
+$956K |
| 5 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$804K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$5.94M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.15M |
| 3 |
S&P Global
SPGI
|
+$1.62M |
| 4 |
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% |
