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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.53M
3
+$2.5M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Top Sells

1
+$4.31M
2
+$3.1M
3
+$2.28M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.4M

Sector Composition

1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.68M 0.54%
37,466
+503
52
$7.62M 0.54%
20,803
-483
53
$6.95M 0.49%
87,998
+1,352
54
$6.9M 0.49%
12,937
-745
55
$6.84M 0.48%
11,260
-107
56
$6.63M 0.47%
35,064
-3,284
57
$6.35M 0.45%
23,113
+159
58
$6.21M 0.44%
59,411
-283
59
$6.07M 0.43%
49,831
+4,273
60
$5.81M 0.41%
70,384
-37,563
61
$5.66M 0.4%
233,293
+4,803
62
$5.57M 0.39%
39,398
-353
63
$5.53M 0.39%
70,668
-3,828
64
$5.48M 0.39%
33,263
+5,735
65
$5.35M 0.38%
60,823
+12,749
66
$4.93M 0.35%
7,439
+467
67
$4.82M 0.34%
20,680
-1,982
68
$4.61M 0.33%
200,888
+9,790
69
$4.53M 0.32%
50,485
-235
70
$4.47M 0.32%
22,145
-158
71
$4.36M 0.31%
5,282
72
$4.35M 0.31%
194,215
+13,948
73
$4.13M 0.29%
70,283
+5,694
74
$4.09M 0.29%
17,662
+55
75
$4.08M 0.29%
43,730
+37,900
1 2
3
4 5