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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.67M
3 +$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1 +$3.01M
2 +$2.79M
3 +$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
Apple
AAPL
+$1.78M

Sector Composition

1 Technology 25.42%
2 Healthcare 15.21%
3 Industrials 9.5%
4 Financials 9.13%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$200K 0.02%
+3,865
252
$193K 0.01%
15,215
-2,192
253
$188K 0.01%
15,000
254
$136K 0.01%
12,397
255
$74K 0.01%
24,197
256
$38K ﹤0.01%
563
-7,500
257
-3,683
258
-2,750
259
-1,699
260
-2,383
261
-102,328
262
$0 ﹤0.01%
10,000