BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
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
226
$345K 0.02%
3,497
227
$343K 0.02%
12,056
228
$338K 0.02%
10,217
229
$332K 0.02%
9,763
230
$330K 0.02%
4,490
-2,877
231
$329K 0.02%
6,803
-553
232
$314K 0.02%
4,855
233
$313K 0.02%
+1,605
234
$308K 0.02%
6,038
235
$307K 0.02%
2,735
236
$300K 0.02%
3,156
237
$300K 0.02%
5,300
238
$300K 0.02%
12,512
+1,109
239
$294K 0.02%
3,938
+304
240
$292K 0.02%
+2,350
241
$286K 0.02%
5,485
+12
242
$283K 0.02%
5,128
-327
243
$273K 0.02%
2,282
+147
244
$269K 0.02%
3,510
245
$268K 0.02%
+1,790
246
$268K 0.02%
576
247
$268K 0.02%
4,075
248
$267K 0.02%
+2,091
249
$267K 0.02%
2,401
+47
250
$260K 0.02%
3,623
8 9
10
11 12