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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.32M
3
+$2.14M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.97M
5
NFLX icon
Netflix
NFLX
+$1.52M

Top Sells

1
+$1.6M
2
+$1.45M
3
+$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAT icon
226
Waters Corp
WAT
$22.6B
$350K 0.02%
1,003
-1
MCO icon
227
Moody's
MCO
$87.6B
$349K 0.02%
696
+120
VLTO icon
228
Veralto
VLTO
$24.5B
$349K 0.02%
3,460
-314
JMUB icon
229
JPMorgan Municipal ETF
JMUB
$3.77B
$346K 0.02%
6,963
-200
OTIS icon
230
Otis Worldwide
OTIS
$35.3B
$343K 0.02%
3,462
VGIT icon
231
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$343K 0.02%
5,742
-3,818
SHOP icon
232
Shopify
SHOP
$191B
$332K 0.02%
+2,880
SDY icon
233
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$320K 0.02%
2,361
-380
AEM icon
234
Agnico Eagle Mines
AEM
$84.8B
$314K 0.02%
2,644
-750
TRMB icon
235
Trimble
TRMB
$18.3B
$310K 0.02%
4,075
FLOT icon
236
iShares Floating Rate Bond ETF
FLOT
$8.98B
$308K 0.02%
6,038
SAIC icon
237
Saic
SAIC
$4.12B
$308K 0.02%
2,735
ABNB icon
238
Airbnb
ABNB
$73.5B
$301K 0.02%
2,271
-11
WCN icon
239
Waste Connections
WCN
$42.9B
$300K 0.02%
1,605
IWC icon
240
iShares Micro-Cap ETF
IWC
$976M
$298K 0.02%
2,333
KVUE icon
241
Kenvue
KVUE
$32.1B
$294K 0.02%
14,040
+1,528
KEYS icon
242
Keysight
KEYS
$30.7B
$293K 0.02%
1,790
CWB icon
243
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.55B
$290K 0.02%
3,510
WFC icon
244
Wells Fargo
WFC
$266B
$290K 0.02%
3,623
SPLV icon
245
Invesco S&P 500 Low Volatility ETF
SPLV
$7.76B
$287K 0.02%
3,943
+5
ALC icon
246
Alcon
ALC
$38.6B
$279K 0.02%
3,156
BRO icon
247
Brown & Brown
BRO
$27.3B
$269K 0.02%
2,430
+80
FERG icon
248
Ferguson
FERG
$48.8B
$268K 0.02%
+1,230
LHX icon
249
L3Harris
LHX
$53.9B
$267K 0.02%
+1,063
GS icon
250
Goldman Sachs
GS
$242B
$262K 0.02%
370
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