BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.6M 1.3%
63,953
+187
27
$15.1M 1.25%
53,319
+852
28
$14.1M 1.17%
151,184
-1,232
29
$13.6M 1.13%
84,205
-71
30
$13.1M 1.08%
113,745
-1,812
31
$12.7M 1.05%
152,622
-1,363
32
$12.6M 1.05%
37,426
+960
33
$12.2M 1.01%
92,088
-8,339
34
$12.2M 1.01%
29,890
+163
35
$11M 0.92%
46,899
-1,226
36
$10.9M 0.91%
60,458
-996
37
$10.8M 0.9%
216,376
+145,010
38
$10.8M 0.9%
60,261
-254
39
$10.4M 0.86%
68,673
-1,041
40
$10.4M 0.86%
94,777
-5,680
41
$9.61M 0.8%
21,696
-769
42
$9.47M 0.79%
70,623
+317
43
$8.9M 0.74%
118,288
-78,949
44
$8.68M 0.72%
32,954
-50
45
$8.43M 0.7%
89,063
-8,836
46
$8.19M 0.68%
74,064
+1,671
47
$7.87M 0.65%
59,241
+5,558
48
$7.73M 0.64%
32,569
+4,028
49
$7.67M 0.64%
24,276
-14
50
$7.48M 0.62%
19,269
+228
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