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
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.38M 0.61%
84,447
-12,026
52
$7.23M 0.6%
96,194
-28,614
53
$7.09M 0.59%
140,292
-6,877
54
$6.96M 0.58%
45,833
+1,082
55
$6.95M 0.58%
310,187
-22,726
56
$6.71M 0.56%
80,086
-1,682
57
$6.68M 0.56%
46,256
-1,580
58
$6.34M 0.53%
118,802
-747
59
$5.89M 0.49%
53,088
-2,111
60
$5.72M 0.47%
29,062
+817
61
$5.64M 0.47%
28,304
-99
62
$5.25M 0.44%
59,565
+1,788
63
$4.92M 0.41%
25,720
-780
64
$4.91M 0.41%
37,926
-611
65
$4.73M 0.39%
101,277
-20,272
66
$4.6M 0.38%
79,597
+16,610
67
$4.56M 0.38%
9,982
+629
68
$4.39M 0.36%
111,414
-7,331
69
$4.34M 0.36%
30,655
-210
70
$4.3M 0.36%
26,242
+4,505
71
$4.22M 0.35%
14,518
72
$4.02M 0.33%
15,086
-5,832
73
$3.88M 0.32%
57,376
74
$3.7M 0.31%
53,052
+4,200
75
$3.61M 0.3%
70,507
-1,892
1 2
3
4 5