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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
-1.74%
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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
+$1.23M
Cap. Flow %
0.09%
Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
112
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.99M
2
NFLX icon
Netflix
NFLX
+$3.6M
3
NOW icon
ServiceNow
NOW
+$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

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.5M
2
TER icon
Teradyne
TER
+$4.2M
3
CHRW icon
C.H. Robinson
CHRW
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

Rank Sector Weight
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
FRST icon
276
Primis Financial Corp
FRST
$401M
$139K 0.01%
14,215
– –
RLAY icon
277
Relay Therapeutics
RLAY
$4.38B
$32K ﹤0.01%
12,397
– –
GSAT icon
278
Globalstar
GSAT
$10.9B
– –
-7,333
Closed -$228K
ILMN icon
279
Illumina
ILMN
$29B
– –
-2,773
Closed -$371K
JHG
280
DELISTED
Janus Henderson
JHG
– –
-5,000
Closed -$213K
MRNA icon
281
Moderna
MRNA
$23.6B
– –
-5,362
Closed -$223K
STZ icon
282
Constellation Brands
STZ
$22.7B
– –
-923
Closed -$204K
TTD icon
283
Trade Desk
TTD
$6.19B
– –
-2,400
Closed -$282K
UPS icon
284
United Parcel Service
UPS
$89.1B
– –
-1,725
Closed -$218K
VRAY
285
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
10,000
– –
8 9 10 11
12

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Boston Family Office's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Family Office held 287 positions worth $1.41B, down 3% from $1.46B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q1 2025 filing shows 13 new, 81 increased, 112 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M. The largest sale was Apple, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2025 buy was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $5.99M increase.
  • Boston Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $4.5M.
  • Boston Family Office fully exited Illumina in Q1 2025, selling an estimated $371K.
  • Boston Family Office's ten largest holdings make up 28% of its $1.41B portfolio in Q1 2025.
  • Boston Family Office opened 13 new positions and closed 7 in Q1 2025.
  • Boston Family Office's portfolio value fell 3% quarter-over-quarter to $1.41B.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.