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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.67M
3
+$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
Apple
AAPL
+$1.78M

Sector Composition

1 Technology 25.42%
2 Healthcare 15.21%
3 Industrials 9.5%
4 Financials 9.13%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 1.25%
111,356
+9,048
27
$15.9M 1.2%
22,533
-170
28
$15.3M 1.15%
251,345
+25,932
29
$15.1M 1.13%
27,186
-260
30
$14.3M 1.07%
90,941
-562
31
$12.3M 0.92%
79,337
-1,131
32
$11.3M 0.85%
104,308
-5,853
33
$10.5M 0.79%
132,495
-12,910
34
$10.3M 0.77%
60,603
+2,296
35
$10.2M 0.77%
149,187
+4,240
36
$10.1M 0.76%
69,087
-1,131
37
$9.87M 0.74%
33,270
-167
38
$9.86M 0.74%
89,579
-592
39
$9.39M 0.71%
82,107
+13
40
$8.99M 0.68%
13,618
-630
41
$8.79M 0.66%
38,005
-4,066
42
$8.75M 0.66%
36,339
+902
43
$8.72M 0.66%
40,112
-5,498
44
$8.65M 0.65%
27,748
-2,307
45
$8.5M 0.64%
16,744
+24
46
$8.49M 0.64%
109,713
+263
47
$8.33M 0.63%
48,964
-1,309
48
$8.24M 0.62%
48,383
+1,449
49
$8.05M 0.61%
57,316
-5,639
50
$8.02M 0.6%
54,376
-2,564
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