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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
+0.24%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+258.3%
AUM
$1.46B
AUM Growth
-$20.4M
Cap. Flow
-$4.24M
Cap. Flow %
-0.29%
Top 10 Hldgs %
29.12%
Holding
286
New
10
Increased
58
Reduced
118
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.66M
2
ASML icon
ASML
ASML
+$2.57M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.77M
4
MPWR icon
Monolithic Power Systems
MPWR
+$1.73M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.71M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.57M
2
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.71M
3
ROK icon
Rockwell Automation
ROK
+$1.47M
4
BND icon
Vanguard Total Bond Market
BND
+$1.36M
5
ZTS icon
Zoetis
ZTS
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSLR icon
276
First Solar
FSLR
$26.9B
– –
-1,000
Closed -$249K
GE icon
277
GE Aerospace
GE
$384B
– –
-1,312
Closed -$247K
SEDG icon
278
SolarEdge
SEDG
$1.95B
– –
-13,955
Closed -$320K
SUB icon
279
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-2,232
Closed -$237K
SWK icon
280
Stanley Black & Decker
SWK
$15.7B
– –
-2,083
Closed -$229K
UL icon
281
Unilever
UL
$136B
– –
-3,121
Closed -$228K
IBTE
282
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
– –
-71,139
Closed -$1.71M
VRAY
283
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
10,000
– –
8 9 10 11
12

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Boston Family Office's Q4 2024 Portfolio in Review

As of Q4 2024, Boston Family Office held 286 positions worth $1.46B, down 1.4% from $1.48B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q4 2024 filing shows 10 new, 58 increased, 118 reduced and 12 closed positions. Its largest new stake was Vanguard Core Bond ETF: 22,156 shares worth $1.68M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $3.57M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q4 2024 buy was Vanguard Core Bond ETF: 22,156 shares worth $1.68M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $7.66M increase.
  • Boston Family Office's biggest Q4 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.57M.
  • Boston Family Office fully exited iShares iBonds Dec 2024 Term Treasury ETF in Q4 2024, selling an estimated $1.71M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.46B portfolio in Q4 2024.
  • Boston Family Office opened 10 new positions and closed 12 in Q4 2024.
  • Boston Family Office's portfolio value fell 1.4% quarter-over-quarter to $1.46B.

Based on Boston Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.