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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.53M
3
+$2.5M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Top Sells

1
+$4.31M
2
+$3.1M
3
+$2.28M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.4M

Sector Composition

1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTRS icon
226
Northern Trust
NTRS
$24.4B
$345K 0.02%
3,497
CEF icon
227
Sprott Physical Gold and Silver Trust
CEF
$7.24B
$343K 0.02%
12,056
FLEX icon
228
Flex
FLEX
$24.1B
$338K 0.02%
10,217
CRSP icon
229
CRISPR Therapeutics
CRSP
$5.62B
$332K 0.02%
9,763
BND icon
230
Vanguard Total Bond Market
BND
$137B
$330K 0.02%
4,490
-2,877
MCHP icon
231
Microchip Technology
MCHP
$33.9B
$329K 0.02%
6,803
-553
SWKS icon
232
Skyworks Solutions
SWKS
$11.9B
$314K 0.02%
4,855
WCN icon
233
Waste Connections
WCN
$43.6B
$313K 0.02%
+1,605
FLOT icon
234
iShares Floating Rate Bond ETF
FLOT
$9B
$308K 0.02%
6,038
SAIC icon
235
Saic
SAIC
$4.23B
$307K 0.02%
2,735
ALC icon
236
Alcon
ALC
$36.7B
$300K 0.02%
3,156
CPRT icon
237
Copart
CPRT
$41.3B
$300K 0.02%
5,300
KVUE icon
238
Kenvue
KVUE
$27.4B
$300K 0.02%
12,512
+1,109
SPLV icon
239
Invesco S&P 500 Low Volatility ETF
SPLV
$7.64B
$294K 0.02%
3,938
+304
BRO icon
240
Brown & Brown
BRO
$27.6B
$292K 0.02%
+2,350
YUMC icon
241
Yum China
YUMC
$15.9B
$286K 0.02%
5,485
+12
FTV icon
242
Fortive
FTV
$17.5B
$283K 0.02%
3,864
-247
ABNB icon
243
Airbnb
ABNB
$78.3B
$273K 0.02%
2,282
+147
CWB icon
244
SPDR Bloomberg Convertible Securities ETF
CWB
$4.77B
$269K 0.02%
3,510
KEYS icon
245
Keysight
KEYS
$30.3B
$268K 0.02%
+1,790
MCO icon
246
Moody's
MCO
$85.7B
$268K 0.02%
576
TRMB icon
247
Trimble
TRMB
$19B
$268K 0.02%
4,075
ROST icon
248
Ross Stores
ROST
$51.7B
$267K 0.02%
+2,091
TIP icon
249
iShares TIPS Bond ETF
TIP
$13.9B
$267K 0.02%
2,401
+47
WFC icon
250
Wells Fargo
WFC
$274B
$260K 0.02%
3,623
8 9
10
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