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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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.39T
$16.4M 1.09%
57,134
-2,339
CRM icon
27
Salesforce
CRM
$136B
$15.7M 1.05%
84,239
-5,198
ABBV icon
28
AbbVie
ABBV
$402B
$15.5M 1.03%
71,162
-61
NOW icon
29
ServiceNow
NOW
$105B
$15.1M 1.01%
144,832
-2,145
VXF icon
30
Vanguard Extended Market ETF
VXF
$30.3B
$15.1M 1%
73,155
+6,904
VTIP icon
31
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$15.1M 1%
301,326
+18,057
IDXX icon
32
Idexx Laboratories
IDXX
$44.2B
$14.8M 0.98%
26,344
-711
ETN icon
33
Eaton
ETN
$152B
$14.7M 0.98%
41,157
-289
ADP icon
34
Automatic Data Processing
ADP
$90.4B
$14.5M 0.97%
71,514
-2,131
VIG icon
35
Vanguard Dividend Appreciation ETF
VIG
$109B
$13.7M 0.91%
63,914
+6,681
JPM icon
36
JPMorgan Chase
JPM
$859B
$13.7M 0.91%
46,693
+1,735
PH icon
37
Parker-Hannifin
PH
$114B
$13M 0.87%
14,545
+3,286
ROP icon
38
Roper Technologies
ROP
$33.8B
$13M 0.86%
36,675
-3,546
COST icon
39
Costco
COST
$436B
$12.9M 0.86%
12,948
-588
META icon
40
Meta Platforms (Facebook)
META
$1.44T
$12.6M 0.84%
22,027
+4,616
VTI icon
41
Vanguard Total Stock Market ETF
VTI
$650B
$11.6M 0.77%
36,033
+3,691
XYL icon
42
Xylem
XYL
$26.2B
$10.6M 0.71%
89,099
+513
ASML icon
43
ASML
ASML
$718B
$10.3M 0.68%
7,789
+18
ZBRA icon
44
Zebra Technologies
ZBRA
$10.9B
$10.2M 0.68%
48,827
-3,157
PEP icon
45
PepsiCo
PEP
$197B
$9.6M 0.64%
61,826
-1,607
EOG icon
46
EOG Resources
EOG
$72.8B
$9.48M 0.63%
65,564
-5,172
MCD icon
47
McDonald's
MCD
$202B
$9.26M 0.62%
29,788
+1,563
NFLX icon
48
Netflix
NFLX
$338B
$8.98M 0.6%
93,366
+24,009
TJX icon
49
TJX Companies
TJX
$186B
$8.58M 0.57%
53,732
-2,029
LECO icon
50
Lincoln Electric
LECO
$14.1B
$8.53M 0.57%
34,241
-236
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