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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.82M 0.6%
21,756
-735
52
$8.26M 0.56%
85,830
-2,024
53
$8.24M 0.56%
27,064
-613
54
$8.08M 0.55%
14,180
-236
55
$7.46M 0.51%
38,858
56
$7.23M 0.49%
11,442
57
$7.19M 0.49%
61,479
-586
58
$7.16M 0.49%
90,197
-1,763
59
$6.62M 0.45%
+33,893
60
$6.58M 0.45%
23,224
-121
61
$6.21M 0.42%
22,935
+247
62
$6.04M 0.41%
40,029
-2,388
63
$6.01M 0.41%
76,443
-444
64
$5.91M 0.4%
52,039
-1,585
65
$5.38M 0.36%
45,729
+898
66
$5.3M 0.36%
44,524
+1,280
67
$5.3M 0.36%
216,737
-6,450
68
$5.26M 0.36%
22,861
-127
69
$4.97M 0.34%
67,301
70
$4.88M 0.33%
11,403
71
$4.68M 0.32%
5,282
-285
72
$4.63M 0.31%
8,034
-5
73
$4.62M 0.31%
91,117
-6,819
74
$4.56M 0.31%
9,341
-6
75
$4.54M 0.31%
76,975
+2,878
1 2
3
4 5