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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.67M
3
+$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
Apple
AAPL
+$1.78M

Sector Composition

1 Technology 25.42%
2 Healthcare 15.21%
3 Industrials 9.5%
4 Financials 9.13%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.95M 0.6%
56,913
-266
52
$7.94M 0.6%
158,070
-55,453
53
$7.91M 0.59%
22,817
-662
54
$7.87M 0.59%
102,234
-12,143
55
$7.85M 0.59%
339,984
+27,972
56
$7.82M 0.59%
47,578
-1,399
57
$7.63M 0.57%
63,051
+3,200
58
$7.59M 0.57%
84,067
+17,319
59
$7.47M 0.56%
157,299
-1,485
60
$7.39M 0.56%
68,274
+235
61
$6.28M 0.47%
13,628
62
$5.62M 0.42%
51,565
-1,558
63
$5.2M 0.39%
21,906
-2,357
64
$5.08M 0.38%
22,838
-4,025
65
$5.07M 0.38%
49,040
66
$5.03M 0.38%
10,522
-453
67
$4.8M 0.36%
24,184
-102
68
$4.7M 0.35%
72,101
-190
69
$4.44M 0.33%
10,174
+2,893
70
$4.23M 0.32%
72,576
+7,018
71
$4.1M 0.31%
85,841
-18,334
72
$4M 0.3%
12,152
+50
73
$3.83M 0.29%
9,365
-443
74
$3.65M 0.27%
32,730
-598
75
$3.47M 0.26%
5,947
-307
1 2
3
4 5