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
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.54M
3
+$6.04M
4
ROP icon
Roper Technologies
ROP
+$2.83M
5
NVDA icon
NVIDIA
NVDA
+$2.56M

Top Sells

1
+$32.3M
2
+$7.26M
3
+$803K
4
ADBE icon
Adobe
ADBE
+$723K
5
IQV icon
IQVIA
IQV
+$718K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PH icon
51
Parker-Hannifin
PH
$112B
$8.59M 0.55%
11,334
+85
TEL icon
52
TE Connectivity
TEL
$67.7B
$8.57M 0.55%
39,058
HD icon
53
Home Depot
HD
$358B
$8.28M 0.53%
20,431
-33
SHW icon
54
Sherwin-Williams
SHW
$81.5B
$8.25M 0.53%
23,825
-395
LECO icon
55
Lincoln Electric
LECO
$13.4B
$8.13M 0.52%
34,477
-298
MCD icon
56
McDonald's
MCD
$226B
$7.99M 0.51%
26,283
+33
DHR icon
57
Danaher
DHR
$160B
$7.96M 0.51%
40,164
-96
EOG icon
58
EOG Resources
EOG
$58.6B
$7.93M 0.51%
70,769
-2,646
TJX icon
59
TJX Companies
TJX
$173B
$7.85M 0.5%
54,289
+2,941
ASML icon
60
ASML
ASML
$420B
$7.67M 0.49%
7,923
+67
MDY icon
61
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$7.58M 0.48%
12,720
-200
NFLX icon
62
Netflix
NFLX
$404B
$7.14M 0.45%
59,540
+4,450
VCSH icon
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$7.09M 0.45%
88,660
-785
IJR icon
64
iShares Core S&P Small-Cap ETF
IJR
$90.5B
$6.93M 0.44%
58,317
-706
PLTR icon
65
Palantir
PLTR
$438B
$6.91M 0.44%
37,855
+3,750
VRP icon
66
Invesco Variable Rate Preferred ETF
VRP
$2.31B
$5.91M 0.38%
239,429
-4,152
MOAT icon
67
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$5.75M 0.37%
57,979
-662
IBTG icon
68
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$5.47M 0.35%
238,581
+12,202
ADI icon
69
Analog Devices
ADI
$137B
$5.32M 0.34%
21,638
+529
IBTH icon
70
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.83B
$5.31M 0.34%
235,875
+13,996
QQQ icon
71
Invesco QQQ Trust
QQQ
$400B
$5.21M 0.33%
8,674
-19
ZTS icon
72
Zoetis
ZTS
$52.3B
$5.15M 0.33%
35,181
+766
LOW icon
73
Lowe's Companies
LOW
$139B
$4.94M 0.31%
19,650
-325
VCRB icon
74
Vanguard Core Bond ETF
VCRB
$4.78B
$4.93M 0.31%
62,906
+7,360
IBTI icon
75
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.28B
$4.79M 0.31%
214,224
+34,061
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3
4 5