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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.7M 1.33%
71,072
-228
27
$17.9M 1.21%
104,622
+11,094
28
$16.4M 1.11%
199,869
+2,261
29
$16.3M 1.1%
110,466
-3,149
30
$15.7M 1.06%
29,766
+936
31
$15.4M 1.04%
126,981
+76,891
32
$14.8M 1%
74,821
-45
33
$14.7M 0.99%
109,671
-849
34
$14.3M 0.97%
88,407
-1,439
35
$13.6M 0.92%
26,908
-19
36
$13.4M 0.91%
151,688
-7,211
37
$12.8M 0.87%
38,566
+1,539
38
$11.4M 0.77%
65,786
-490
39
$11.4M 0.77%
12,849
-74
40
$10.7M 0.73%
79,333
+209
41
$10.4M 0.7%
37,429
-178
42
$10.1M 0.69%
59,659
+753
43
$10M 0.68%
47,614
+1,165
44
$10M 0.68%
202,893
+4,971
45
$9.92M 0.67%
86,990
+151
46
$9.91M 0.67%
50,039
-65
47
$9.67M 0.65%
25,332
-431
48
$9.63M 0.65%
52,911
+1,079
49
$9.32M 0.63%
75,788
-385
50
$9.15M 0.62%
55,171
+419
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