BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$2.83M
3 +$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1 +$12.3M
2 +$6.49M
3 +$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AGG icon
276
iShares Core US Aggregate Bond ETF
AGG
$139B
$261K 0.02%
+2,615
CTSH icon
277
Cognizant
CTSH
$28.9B
$259K 0.02%
3,120
TRNO icon
278
Terreno Realty
TRNO
$6.46B
$259K 0.02%
4,415
LHX icon
279
L3Harris
LHX
$67B
$258K 0.02%
879
BKNG icon
280
Booking.com
BKNG
$134B
$257K 0.02%
+48
OTIS icon
281
Otis Worldwide
OTIS
$32.3B
$257K 0.02%
2,942
-520
SPSB icon
282
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.92B
$250K 0.02%
+8,280
ALC icon
283
Alcon
ALC
$37.7B
$249K 0.02%
3,156
SSNC icon
284
SS&C Technologies
SSNC
$17.3B
$248K 0.02%
2,840
NXPI icon
285
NXP Semiconductors
NXPI
$48.2B
$247K 0.02%
1,140
SMB icon
286
VanEck Short Muni ETF
SMB
$302M
$242K 0.02%
13,896
JHG icon
287
Janus Henderson
JHG
$7.72B
$238K 0.02%
5,000
JNK icon
288
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.96B
$238K 0.02%
+2,445
PGR icon
289
Progressive
PGR
$120B
$236K 0.02%
1,036
BND icon
290
Vanguard Total Bond Market
BND
$151B
$233K 0.01%
+3,147
VTES icon
291
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.75B
$229K 0.01%
2,250
ACWI icon
292
iShares MSCI ACWI ETF
ACWI
$27.6B
$226K 0.01%
1,600
AME icon
293
Ametek
AME
$49.1B
$223K 0.01%
1,085
SUSA icon
294
iShares ESG Optimized MSCI USA ETF
SUSA
$3.52B
$223K 0.01%
1,600
USFD icon
295
US Foods
USFD
$20.9B
$221K 0.01%
+2,935
IJS icon
296
iShares S&P Small-Cap 600 Value ETF
IJS
$7.14B
$219K 0.01%
1,930
FERG icon
297
Ferguson
FERG
$44.6B
$217K 0.01%
976
FTV icon
298
Fortive
FTV
$16.7B
$216K 0.01%
+3,920
LAMR icon
299
Lamar Advertising Co
LAMR
$13.6B
$215K 0.01%
1,695
LH icon
300
Labcorp
LH
$21.7B
$213K 0.01%
850