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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
+0.24%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+258.3%
AUM
$1.46B
AUM Growth
-$20.4M
Cap. Flow
-$4.24M
Cap. Flow %
-0.29%
Top 10 Hldgs %
29.12%
Holding
286
New
10
Increased
58
Reduced
118
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.66M
2
ASML icon
ASML
ASML
+$2.57M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.77M
4
MPWR icon
Monolithic Power Systems
MPWR
+$1.73M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.71M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.57M
2
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.71M
3
ROK icon
Rockwell Automation
ROK
+$1.47M
4
BND icon
Vanguard Total Bond Market
BND
+$1.36M
5
ZTS icon
Zoetis
ZTS
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
226
Broadcom
AVGO
$2.04T
$313K 0.02%
1,350
– –
FTV icon
227
Fortive
FTV
$18.6B
$308K 0.02%
5,455
– –
FLOT icon
228
iShares Floating Rate Bond ETF
FLOT
$10.5B
$307K 0.02%
6,038
– –
SAIC icon
229
Saic
SAIC
$5.35B
$306K 0.02%
2,735
– –
CPRT icon
230
Copart
CPRT
$27.5B
$304K 0.02%
5,300
– –
IWC icon
231
iShares Micro-Cap ETF
IWC
$1.5B
$304K 0.02%
2,333
-80
-3% -$10.4K
IJS icon
232
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$303K 0.02%
2,790
-482
-15% -$53.4K
TRMB icon
233
Trimble
TRMB
$13.9B
$288K 0.02%
4,075
– –
CEF icon
234
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$286K 0.02%
12,056
– –
TTD icon
235
Trade Desk
TTD
$6.49B
$282K 0.02%
2,400
– –
ABNB icon
236
Airbnb
ABNB
$107B
$281K 0.02%
+2,135
New +$288K
PYPL icon
237
PayPal
PYPL
$50.5B
$280K 0.02%
3,279
-338
-9% -$28.4K
IEI icon
238
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$279K 0.02%
+2,413
New +$282K
CWB icon
239
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.61B
$273K 0.02%
3,510
– –
MCO icon
240
Moody's
MCO
$82.7B
$273K 0.02%
576
+100
+21% +$47.7K
AZO icon
241
AutoZone
AZO
$51.1B
$269K 0.02%
84
– –
ALC icon
242
Alcon
ALC
$35B
$268K 0.02%
3,156
– –
YUMC icon
243
Yum China
YUMC
$16.3B
$264K 0.02%
5,473
-136
-2% -$6.45K
SPLV icon
244
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$254K 0.02%
3,634
+4
+0.1% +$289
WFC icon
245
Wells Fargo
WFC
$264B
$254K 0.02%
3,623
– –
TIP icon
246
iShares TIPS Bond ETF
TIP
$14.7B
$251K 0.02%
2,354
+166
+8% +$18K
RACE icon
247
Ferrari
RACE
$72.5B
$247K 0.02%
582
– –
KVUE icon
248
Kenvue
KVUE
$36.9B
$243K 0.02%
+11,403
New +$259K
CTSH icon
249
Cognizant
CTSH
$26B
$240K 0.02%
3,120
– –
USB icon
250
US Bancorp
USB
$99.6B
$239K 0.02%
4,995
– –
8 9
10
11 12

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AAM
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TP
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NSGL
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SGM
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RG
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CPA
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MCM
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Boston Family Office's Q4 2024 Portfolio in Review

As of Q4 2024, Boston Family Office held 286 positions worth $1.46B, down 1.4% from $1.48B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q4 2024 filing shows 10 new, 58 increased, 118 reduced and 12 closed positions. Its largest new stake was Vanguard Core Bond ETF: 22,156 shares worth $1.68M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $3.57M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q4 2024 buy was Vanguard Core Bond ETF: 22,156 shares worth $1.68M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $7.66M increase.
  • Boston Family Office's biggest Q4 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.57M.
  • Boston Family Office fully exited iShares iBonds Dec 2024 Term Treasury ETF in Q4 2024, selling an estimated $1.71M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.46B portfolio in Q4 2024.
  • Boston Family Office opened 10 new positions and closed 12 in Q4 2024.
  • Boston Family Office's portfolio value fell 1.4% quarter-over-quarter to $1.46B.

Based on Boston Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.