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
251
$259K 0.02%
2,333
252
$254K 0.02%
+1,440
253
$247K 0.02%
+872
254
$239K 0.02%
3,120
255
$239K 0.02%
1,933
256
$239K 0.02%
2,453
-337
257
$239K 0.02%
355
258
$238K 0.02%
13,896
259
$237K 0.02%
2,840
260
$234K 0.02%
2,256
-42
261
$232K 0.02%
+2,430
262
$230K 0.02%
2,247
-22,316
263
$222K 0.02%
725
264
$220K 0.02%
513
-69
265
$219K 0.02%
451
-100
266
$217K 0.02%
1,140
267
$216K 0.02%
3,850
268
$213K 0.02%
2,282
-101
269
$211K 0.01%
4,995
270
$209K 0.01%
+3,511
271
$208K 0.01%
4,200
272
$203K 0.01%
3,104
-175
273
$202K 0.01%
370
274
$201K 0.01%
906
-21
275
$200K 0.01%
8,815
-2,700
8 9 10
11
12