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
$1.41B
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
IWC icon
251
iShares Micro-Cap ETF
IWC
$1.03B
$259K 0.02%
2,333
EGP icon
252
EastGroup Properties
EGP
$9.37B
$254K 0.02%
+1,440
PGR icon
253
Progressive
PGR
$122B
$247K 0.02%
+872
CTSH icon
254
Cognizant
CTSH
$35B
$239K 0.02%
3,120
HIG icon
255
Hartford Financial Services
HIG
$34.5B
$239K 0.02%
1,933
IJS icon
256
iShares S&P Small-Cap 600 Value ETF
IJS
$6.65B
$239K 0.02%
2,453
-337
MCK icon
257
McKesson
MCK
$103B
$239K 0.02%
355
SMB icon
258
VanEck Short Muni ETF
SMB
$286M
$238K 0.02%
13,896
SSNC icon
259
SS&C Technologies
SSNC
$20.5B
$237K 0.02%
2,840
TLH icon
260
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$234K 0.02%
2,256
-42
ORLY icon
261
O'Reilly Automotive
ORLY
$80.9B
$232K 0.02%
+2,430
CHRW icon
262
C.H. Robinson
CHRW
$18.3B
$230K 0.02%
2,247
-22,316
IWB icon
263
iShares Russell 1000 ETF
IWB
$46B
$222K 0.02%
725
RACE icon
264
Ferrari
RACE
$70.4B
$220K 0.02%
513
-69
VRTX icon
265
Vertex Pharmaceuticals
VRTX
$108B
$219K 0.02%
451
-100
NXPI icon
266
NXP Semiconductors
NXPI
$52.5B
$217K 0.02%
1,140
D icon
267
Dominion Energy
D
$50.8B
$216K 0.02%
3,850
XLE icon
268
Energy Select Sector SPDR Fund
XLE
$26.6B
$213K 0.02%
2,282
-101
USB icon
269
US Bancorp
USB
$73.4B
$211K 0.01%
4,995
UL icon
270
Unilever
UL
$149B
$209K 0.01%
+3,511
NYT icon
271
New York Times
NYT
$9.28B
$208K 0.01%
4,200
PYPL icon
272
PayPal
PYPL
$64.4B
$203K 0.01%
3,104
-175
GS icon
273
Goldman Sachs
GS
$246B
$202K 0.01%
370
VB icon
274
Vanguard Small-Cap ETF
VB
$67.5B
$201K 0.01%
906
-21
INTC icon
275
Intel
INTC
$197B
$200K 0.01%
8,815
-2,700
8 9 10
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