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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.67M
3
+$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$262K 0.02%
+795
227
$257K 0.02%
15,067
228
$257K 0.02%
+4,109
229
$253K 0.02%
3,510
230
$244K 0.02%
5,040
231
$237K 0.02%
2,250
232
$236K 0.02%
3,120
233
$236K 0.02%
3,842
234
$234K 0.02%
5,819
235
$231K 0.02%
12,056
236
$231K 0.02%
2,270
237
$231K 0.02%
+4,698
238
$223K 0.02%
660
-62
239
$217K 0.02%
4,075
240
$215K 0.02%
3,916
241
$214K 0.02%
+930
242
$213K 0.02%
7,333
243
$212K 0.02%
877
-132
244
$208K 0.02%
+2,000
245
$206K 0.02%
+4,200
246
$205K 0.02%
+2,588
247
$204K 0.02%
2,083
-750
248
$204K 0.02%
+2,515
249
$203K 0.02%
+4,316
250
$201K 0.02%
+2,024
7 8 9
10
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