BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.83M
3
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1
+$12.3M
2
+$6.49M
3
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
51
TJX Companies
TJX
$173B
$8.56M 0.54%
55,761
+1,472
ASML icon
52
ASML
ASML
$519B
$8.31M 0.53%
7,771
-152
LECO icon
53
Lincoln Electric
LECO
$14.2B
$8.26M 0.52%
34,477
TEL icon
54
TE Connectivity
TEL
$58.5B
$8.21M 0.52%
36,088
-2,970
NKE icon
55
Nike
NKE
$79.9B
$8.1M 0.51%
127,177
-3,586
SHW icon
56
Sherwin-Williams
SHW
$79.2B
$7.69M 0.49%
23,726
-99
EOG icon
57
EOG Resources
EOG
$71.7B
$7.43M 0.47%
70,736
-33
HD icon
58
Home Depot
HD
$338B
$7.28M 0.46%
21,165
+734
MDY icon
59
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
$6.97M 0.44%
11,555
-1,165
VCSH icon
60
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$6.93M 0.44%
86,967
-1,693
MOAT icon
61
VanEck Morningstar Wide Moat ETF
MOAT
$12B
$6.86M 0.43%
66,197
+8,218
IJR icon
62
iShares Core S&P Small-Cap ETF
IJR
$90.4B
$6.74M 0.43%
56,056
-2,261
PLTR icon
63
Palantir
PLTR
$361B
$6.71M 0.43%
37,730
-125
ADBE icon
64
Adobe
ADBE
$102B
$6.61M 0.42%
18,885
-19,075
NFLX icon
65
Netflix
NFLX
$402B
$6.5M 0.41%
69,357
+9,817
VRP icon
66
Invesco Variable Rate Preferred ETF
VRP
$2.43B
$6.04M 0.38%
248,177
+8,748
ADI icon
67
Analog Devices
ADI
$149B
$5.9M 0.37%
21,763
+125
IBTH icon
68
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.07B
$5.82M 0.37%
259,199
+23,324
IBTI icon
69
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.58B
$5.63M 0.36%
251,654
+37,430
VCRB icon
70
Vanguard Core Bond ETF
VCRB
$6.19B
$5.58M 0.35%
71,637
+8,731
QQQ icon
71
Invesco QQQ Trust
QQQ
$383B
$5.48M 0.35%
8,919
+245
IBTG icon
72
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.36B
$5.04M 0.32%
220,514
-18,067
BSV icon
73
Vanguard Short-Term Bond ETF
BSV
$43.7B
$4.96M 0.31%
62,941
+2,453
MRK icon
74
Merck
MRK
$286B
$4.89M 0.31%
46,424
+636
AXP icon
75
American Express
AXP
$206B
$4.78M 0.3%
12,910
-195
1 2
3
4 5