BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+11.55%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.33B
AUM Growth
+$110M
(+9%)
Cap. Flow
-$19.8M
Cap. Flow
% of AUM
-1.49%
Top 10 Holdings %
Top 10 Hldgs %
29.18%
Holding
266
New
13
Increased
58
Reduced
119
Closed
6
Top Buys
| 1 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
+$1.68M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.67M |
| 3 |
NextEra Energy, Inc.
NEE
|
+$1.58M |
| 4 |
Walt Disney
DIS
|
+$1.56M |
| 5 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$1.43M |
Top Sells
| 1 |
SolarEdge
SEDG
|
+$3.01M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.79M |
| 3 |
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
|
+$2.54M |
| 4 |
Microsoft
MSFT
|
+$2.52M |
| 5 |
Apple
AAPL
|
+$1.78M |
Sector Composition
| 1 | Technology | 25.42% |
| 2 | Healthcare | 15.21% |
| 3 | Industrials | 9.5% |
| 4 | Financials | 9.13% |
| 5 | Consumer Discretionary | 6.7% |
