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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.6M
3
+$3.02M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.44M
5
FSLR icon
First Solar
FSLR
+$1.27M

Top Sells

1
+$4.5M
2
+$4.2M
3
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

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
276
$139K 0.01%
14,215
277
$32K ﹤0.01%
12,397
278
– –
-7,333
279
– –
-2,773
280
– –
-5,000
281
– –
-5,362
282
– –
-923
283
– –
-2,400
284
– –
-1,725
285
$0 ﹤0.01%
10,000
8 9 10 11
12