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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$320K 0.02%
13,955
-363
227
$316K 0.02%
3,156
228
$315K 0.02%
3,497
229
$308K 0.02%
6,038
230
$298K 0.02%
2,413
231
$295K 0.02%
12,056
232
$282K 0.02%
12,015
-27,461
233
$282K 0.02%
3,617
-225
234
$278K 0.02%
5,300
235
$274K 0.02%
1,140
+210
236
$274K 0.02%
582
-50
237
$269K 0.02%
3,510
238
$267K 0.02%
1,035
+191
239
$265K 0.02%
+84
240
$263K 0.02%
2,400
241
$263K 0.02%
+566
242
$260K 0.02%
3,630
-494
243
$253K 0.02%
4,075
244
$253K 0.02%
5,609
-1,345
245
$251K 0.02%
2,513
-546
246
$249K 0.02%
1,000
247
$247K 0.02%
1,312
-627
248
$242K 0.02%
2,188
+23
249
$241K 0.02%
3,120
250
$240K 0.02%
13,896
8 9
10
11 12