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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 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.95M
3
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

1
+$6.6M
2
+$4.43M
3
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUSA icon
301
iShares ESG Optimized MSCI USA ETF
SUSA
$3.96B
$211K 0.01%
1,600
WTFC icon
302
Wintrust Financial
WTFC
$10.7B
$208K 0.01%
1,500
PGR icon
303
Progressive
PGR
$119B
$205K 0.01%
1,036
IWB icon
304
iShares Russell 1000 ETF
IWB
$48B
$201K 0.01%
564
-161
BRO icon
305
Brown & Brown
BRO
$20.3B
$200K 0.01%
3,070
-215
FTNY
306
Franklin New York Municipal Income ETF
FTNY
$647M
$193K 0.01%
24,733
-13,510
VRAY
307
DELISTED
ViewRay, Inc.
VRAY
$0 ﹤0.01%
10,000
CCCX
308
DELISTED
Churchill Capital Corp X
CCCX
– –
-42,000
AME icon
309
Ametek
AME
$52.1B
– –
-1,085
CEG icon
310
Constellation Energy
CEG
$90.6B
– –
-571
CPRT icon
311
Copart
CPRT
$28.5B
– –
-5,200
CTSH icon
312
Cognizant
CTSH
$24.7B
– –
-3,120
LAMR icon
313
Lamar Advertising Co
LAMR
$15.7B
– –
-1,695
QQQX icon
314
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.51B
– –
-7,152
ROOT icon
315
Root
ROOT
$869M
– –
-6,869
SSNC icon
316
SS&C Technologies
SSNC
$16.3B
– –
-2,840
UL icon
317
Unilever
UL
$128B
– –
-3,120
SNDK
318
Sandisk
SNDK
$293B
– –
-6,733
STT icon
319
State Street
STT
$46.4B
– –
-9,486
TOTL icon
320
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.16B
– –
-5,000
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