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
$1.58B
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.83M
3
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1
+$12.3M
2
+$6.49M
3
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDXX icon
26
Idexx Laboratories
IDXX
$45.7B
$18.3M 1.16%
27,055
-612
MRSH
27
Marsh
MRSH
$83.3B
$18.2M 1.15%
98,027
-10,901
APD icon
28
Air Products & Chemicals
APD
$64.1B
$18M 1.14%
72,926
-8,625
ROP icon
29
Roper Technologies
ROP
$36.1B
$17.9M 1.14%
40,221
-928
CVX icon
30
Chevron
CVX
$390B
$16.8M 1.06%
109,989
-2,865
ABBV icon
31
AbbVie
ABBV
$388B
$16.3M 1.03%
71,223
-3,872
JNJ icon
32
Johnson & Johnson
JNJ
$582B
$15.2M 0.96%
73,462
-1,469
JPM icon
33
JPMorgan Chase
JPM
$764B
$14.5M 0.92%
44,958
-1,004
VTIP icon
34
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$14M 0.89%
283,269
+17,624
VXF icon
35
Vanguard Extended Market ETF
VXF
$25.1B
$13.9M 0.88%
66,251
+2,266
ETN icon
36
Eaton
ETN
$138B
$13.2M 0.84%
41,446
-9
ZBRA icon
37
Zebra Technologies
ZBRA
$9.97B
$12.6M 0.8%
51,984
-132
VIG icon
38
Vanguard Dividend Appreciation ETF
VIG
$100B
$12.6M 0.8%
57,233
+1,858
XYL icon
39
Xylem
XYL
$29.1B
$12.1M 0.76%
88,586
-1,502
COST icon
40
Costco
COST
$447B
$11.7M 0.74%
13,536
+877
META icon
41
Meta Platforms (Facebook)
META
$1.55T
$11.5M 0.73%
17,411
+4,356
VTI icon
42
Vanguard Total Stock Market ETF
VTI
$564B
$10.8M 0.69%
32,342
+745
ABT icon
43
Abbott
ABT
$188B
$10.4M 0.66%
82,625
-4,764
PH icon
44
Parker-Hannifin
PH
$112B
$9.9M 0.63%
11,259
-75
MKC icon
45
McCormick & Company Non-Voting
MKC
$15.6B
$9.68M 0.61%
142,150
-67,233
PEP icon
46
PepsiCo
PEP
$218B
$9.1M 0.58%
63,433
-2,007
DIS icon
47
Walt Disney
DIS
$176B
$9.02M 0.57%
79,272
+71
DHR icon
48
Danaher
DHR
$132B
$9M 0.57%
39,323
-841
MCD icon
49
McDonald's
MCD
$232B
$8.63M 0.55%
28,225
+1,942
PG icon
50
Procter & Gamble
PG
$350B
$8.6M 0.55%
60,013
-266
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