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
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$219K 0.02%
12,210
252
$218K 0.02%
+3,538
253
$213K 0.02%
17,942
-1,236
254
$206K 0.02%
4,075
255
$206K 0.02%
+1,100
256
$205K 0.02%
2,764
-382
257
$205K 0.02%
+1,449
258
$203K 0.02%
+3,596
259
$201K 0.02%
+4,233
260
$185K 0.02%
12,397
-350
261
$179K 0.01%
+10,598
262
$162K 0.01%
15,000
263
$146K 0.01%
7,333
264
– –
-1,062
265
– –
-2,050
266
– –
-1,383
267
– –
-18,450
268
– –
-5,107
269
– –
-4,373
270
– –
-50,116
7 8 9 10
11