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
$1.41B
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
CVX icon
26
Chevron
CVX
$313B
$18.6M 1.32%
111,309
-950
PANW icon
27
Palo Alto Networks
PANW
$147B
$18.2M 1.29%
106,661
+4,115
MKC icon
28
McCormick & Company Non-Voting
MKC
$17.1B
$16.3M 1.15%
197,604
-1,354
ZBRA icon
29
Zebra Technologies
ZBRA
$13.7B
$16.1M 1.14%
56,920
-2,030
ADBE icon
30
Adobe
ADBE
$141B
$15.8M 1.12%
41,154
-496
ABBV icon
31
AbbVie
ABBV
$398B
$15.2M 1.08%
72,616
-890
JNJ icon
32
Johnson & Johnson
JNJ
$449B
$14.1M 1%
85,219
-1,742
NVDA icon
33
NVIDIA
NVDA
$5.04T
$13.7M 0.97%
125,986
+831
IDXX icon
34
Idexx Laboratories
IDXX
$50.2B
$12M 0.85%
28,658
+1,277
COST icon
35
Costco
COST
$404B
$11.7M 0.83%
12,389
-98
JPM icon
36
JPMorgan Chase
JPM
$832B
$11.5M 0.82%
46,937
-479
VTIP icon
37
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$11.4M 0.8%
227,845
+12,726
ETN icon
38
Eaton
ETN
$151B
$11.3M 0.8%
41,601
+3,032
ABT icon
39
Abbott
ABT
$217B
$11.3M 0.8%
85,114
-1,945
VXF icon
40
Vanguard Extended Market ETF
VXF
$24.7B
$10.7M 0.76%
62,223
+4,254
PG icon
41
Procter & Gamble
PG
$348B
$10.6M 0.75%
62,233
-2,115
XYL icon
42
Xylem
XYL
$37.2B
$10.4M 0.73%
86,887
+8,308
VIG icon
43
Vanguard Dividend Appreciation ETF
VIG
$99B
$10.3M 0.73%
53,038
-138
PEP icon
44
PepsiCo
PEP
$200B
$9.59M 0.68%
63,927
+3,871
EOG icon
45
EOG Resources
EOG
$57.9B
$9.52M 0.67%
74,197
-1,079
SHW icon
46
Sherwin-Williams
SHW
$85.4B
$8.57M 0.61%
24,541
-456
NKE icon
47
Nike
NKE
$96.6B
$8.53M 0.6%
134,367
-10,427
GOOGL icon
48
Alphabet (Google) Class A
GOOGL
$3.32T
$8.51M 0.6%
55,040
-108
MCD icon
49
McDonald's
MCD
$216B
$8.27M 0.59%
26,464
-127
DIS icon
50
Walt Disney
DIS
$198B
$7.88M 0.56%
79,824
-2,160
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