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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.95M
3
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

1
+$6.6M
2
+$4.43M
3
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$154B
$8.32M 0.55%
81,024
-1,601
PG icon
52
Procter & Gamble
PG
$348B
$8.01M 0.53%
55,462
-4,551
DIS icon
53
Walt Disney
DIS
$174B
$7.94M 0.53%
82,363
+3,091
TEL icon
54
TE Connectivity
TEL
$61.4B
$7.77M 0.52%
37,193
+1,105
MKC icon
55
McCormick & Company Non-Voting
MKC
$13.2B
$7.45M 0.5%
147,687
+5,537
SHW icon
56
Sherwin-Williams
SHW
$78.3B
$7.39M 0.49%
23,068
-658
DHR icon
57
Danaher
DHR
$127B
$7.39M 0.49%
38,987
-336
VCSH icon
58
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$7.23M 0.48%
91,179
+4,212
HD icon
59
Home Depot
HD
$327B
$7.03M 0.47%
21,362
+197
ADI icon
60
Analog Devices
ADI
$204B
$6.95M 0.46%
21,855
+92
VCRB icon
61
Vanguard Core Bond ETF
VCRB
$7B
$6.92M 0.46%
89,433
+17,796
MDY icon
62
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$6.83M 0.45%
11,081
-474
MOAT icon
63
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
$6.49M 0.43%
67,155
+958
NKE icon
64
Nike
NKE
$66.5B
$6.46M 0.43%
122,406
-4,771
IJR icon
65
iShares Core S&P Small-Cap ETF
IJR
$107B
$6.4M 0.43%
51,472
-4,584
VRP icon
66
Invesco Variable Rate Preferred ETF
VRP
$2.94B
$6.16M 0.41%
256,877
+8,700
IBTH icon
67
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
$6.12M 0.41%
272,733
+13,534
IBTI icon
68
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.74B
$5.93M 0.39%
265,984
+14,330
XOM icon
69
Exxon Mobil
XOM
$609B
$5.86M 0.39%
34,534
-1,063
PLTR icon
70
Palantir
PLTR
$307B
$5.85M 0.39%
39,985
+2,255
MRK icon
71
Merck
MRK
$294B
$5.47M 0.36%
45,466
-958
HUBB icon
72
Hubbell
HUBB
$25.2B
$5.21M 0.35%
10,618
AXP icon
73
American Express
AXP
$222B
$5.12M 0.34%
16,935
+4,025
MPWR icon
74
Monolithic Power Systems
MPWR
$77.5B
$4.97M 0.33%
4,544
-109
VGSH icon
75
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$4.74M 0.32%
80,957
+10,125
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3
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