BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.53M
3
+$2.5M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Top Sells

1
+$4.31M
2
+$3.1M
3
+$2.28M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.4M

Sector Composition

1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.6M 1.32%
111,309
-950
27
$18.2M 1.29%
106,661
+4,115
28
$16.3M 1.15%
197,604
-1,354
29
$16.1M 1.14%
56,920
-2,030
30
$15.8M 1.12%
41,154
-496
31
$15.2M 1.08%
72,616
-890
32
$14.1M 1%
85,219
-1,742
33
$13.7M 0.97%
125,986
+831
34
$12M 0.85%
28,658
+1,277
35
$11.7M 0.83%
12,389
-98
36
$11.5M 0.82%
46,937
-479
37
$11.4M 0.8%
227,845
+12,726
38
$11.3M 0.8%
41,601
+3,032
39
$11.3M 0.8%
85,114
-1,945
40
$10.7M 0.76%
62,223
+4,254
41
$10.6M 0.75%
62,233
-2,115
42
$10.4M 0.73%
86,887
+8,308
43
$10.3M 0.73%
53,038
-138
44
$9.59M 0.68%
63,927
+3,871
45
$9.52M 0.67%
74,197
-1,079
46
$8.57M 0.61%
24,541
-456
47
$8.53M 0.6%
134,367
-10,427
48
$8.51M 0.6%
55,040
-108
49
$8.27M 0.59%
26,464
-127
50
$7.88M 0.56%
79,824
-2,160
1
2
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