BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Est. Return
12.61%
1 Year Est. Return
+12.61%
AUM
$1.41B
AUM Growth
-$43.8M
(-3%)
Holding
287
Top Buys
| 1 | +$5.7M | |
| 2 | +$3.53M | |
| 3 | +$2.5M | |
| 4 |
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
|
+$1.47M |
| 5 |
Microsoft
MSFT
|
+$1.16M |
Top Sells
| 1 | +$4.31M | |
| 2 | +$3.1M | |
| 3 | +$2.28M | |
| 4 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$2.04M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Primis Financial Corp
FRST
$264M
| $139K | 0.01% |
14,215
|
|
||
277
Relay Therapeutics
RLAY
$1.26B
| $32K | ﹤0.01% |
12,397
|
|
||
278
Globalstar
GSAT
$5.26B
| – | – |
-7,333
|
|
||
279
Illumina
ILMN
$14.6B
| – | – |
-2,773
|
|
||
280
Janus Henderson
JHG
$6.91B
| – | – |
-5,000
|
|
||
281
Moderna
MRNA
$9.65B
| – | – |
-5,362
|
|
||
282
Constellation Brands
STZ
$22.9B
| – | – |
-923
|
|
||
283
Trade Desk
TTD
$24.4B
| – | – |
-2,400
|
|
||
284
United Parcel Service
UPS
$82.5B
| – | – |
-1,725
|
|
||
|
VRAY
285
DELISTED
ViewRay, Inc.
VRAY
| $0 | ﹤0.01% |
10,000
|
|