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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.32M
3
+$2.14M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.97M
5
NFLX icon
Netflix
NFLX
+$1.52M

Top Sells

1
+$1.6M
2
+$1.45M
3
+$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
51
Danaher
DHR
$153B
$7.95M 0.53%
40,260
+2,794
PH icon
52
Parker-Hannifin
PH
$97.1B
$7.86M 0.52%
11,249
-11
MCD icon
53
McDonald's
MCD
$219B
$7.67M 0.51%
26,250
-214
HD icon
54
Home Depot
HD
$384B
$7.5M 0.5%
20,464
-339
NFLX icon
55
Netflix
NFLX
$467B
$7.38M 0.49%
5,509
+1,136
MDY icon
56
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
$7.32M 0.49%
12,920
-17
LECO icon
57
Lincoln Electric
LECO
$13.3B
$7.21M 0.48%
34,775
-289
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$7.11M 0.47%
89,445
+1,447
LLY icon
59
Eli Lilly
LLY
$735B
$7.04M 0.47%
9,037
+3,755
TEL icon
60
TE Connectivity
TEL
$69.9B
$6.58M 0.44%
39,058
-340
IJR icon
61
iShares Core S&P Small-Cap ETF
IJR
$86.8B
$6.45M 0.43%
59,023
-388
TJX icon
62
TJX Companies
TJX
$160B
$6.34M 0.42%
51,348
+1,517
ASML icon
63
ASML
ASML
$409B
$6.29M 0.42%
7,856
+417
VRP icon
64
Invesco Variable Rate Preferred ETF
VRP
$2.23B
$5.96M 0.4%
243,581
+10,288
MOAT icon
65
VanEck Morningstar Wide Moat ETF
MOAT
$15.6B
$5.5M 0.37%
58,641
-2,182
ZTS icon
66
Zoetis
ZTS
$64.4B
$5.37M 0.36%
34,415
+1,152
TER icon
67
Teradyne
TER
$23B
$5.3M 0.35%
58,979
-11,405
IBTG icon
68
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$5.19M 0.34%
226,379
+25,491
ADI icon
69
Analog Devices
ADI
$118B
$5.02M 0.33%
21,109
-1,036
BSV icon
70
Vanguard Short-Term Bond ETF
BSV
$39B
$5.02M 0.33%
63,773
-6,895
IBTH icon
71
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$4.99M 0.33%
221,879
+27,664
TT icon
72
Trane Technologies
TT
$94.9B
$4.94M 0.33%
11,296
-51
QQQ icon
73
Invesco QQQ Trust
QQQ
$402B
$4.79M 0.32%
8,693
+8
PLTR icon
74
Palantir
PLTR
$450B
$4.65M 0.31%
34,105
+105
LOW icon
75
Lowe's Companies
LOW
$137B
$4.43M 0.29%
19,975
-705
1 2
3
4 5