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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$237K 0.02%
2,232
-575
252
$234K 0.02%
4,200
253
$233K 0.02%
+1,350
254
$229K 0.02%
+2,083
255
$228K 0.02%
725
256
$228K 0.02%
3,511
-387
257
$228K 0.02%
4,995
-111
258
$227K 0.02%
+1,933
259
$226K 0.02%
476
260
$225K 0.02%
+2,800
261
$223K 0.02%
315
262
$222K 0.02%
+3,850
263
$221K 0.02%
2,588
264
$215K 0.01%
1,759
265
$214K 0.01%
+231
266
$211K 0.01%
+2,840
267
$210K 0.01%
+3,865
268
$208K 0.01%
+1,904
269
$205K 0.01%
3,623
-75
270
$173K 0.01%
14,215
-500
271
$136K 0.01%
7,333
272
$88K 0.01%
12,397
273
– –
-830
274
– –
-8,542
275
– –
-355
8 9 10
11
12