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
$1.41B
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
DHR icon
51
Danaher
DHR
$151B
$7.68M 0.54%
37,466
+503
HD icon
52
Home Depot
HD
$376B
$7.62M 0.54%
20,803
-483
VCSH icon
53
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$6.95M 0.49%
87,998
+1,352
MDY icon
54
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$6.9M 0.49%
12,937
-745
PH icon
55
Parker-Hannifin
PH
$98.1B
$6.84M 0.48%
11,260
-107
LECO icon
56
Lincoln Electric
LECO
$12.9B
$6.63M 0.47%
35,064
-3,284
VTI icon
57
Vanguard Total Stock Market ETF
VTI
$560B
$6.35M 0.45%
23,113
+159
IJR icon
58
iShares Core S&P Small-Cap ETF
IJR
$85.7B
$6.21M 0.44%
59,411
-283
TJX icon
59
TJX Companies
TJX
$158B
$6.07M 0.43%
49,831
+4,273
TER icon
60
Teradyne
TER
$27.7B
$5.81M 0.41%
70,384
-37,563
VRP icon
61
Invesco Variable Rate Preferred ETF
VRP
$2.23B
$5.66M 0.4%
233,293
+4,803
TEL icon
62
TE Connectivity
TEL
$71.1B
$5.57M 0.39%
39,398
-353
BSV icon
63
Vanguard Short-Term Bond ETF
BSV
$38.9B
$5.53M 0.39%
70,668
-3,828
ZTS icon
64
Zoetis
ZTS
$63.8B
$5.48M 0.39%
33,263
+5,735
MOAT icon
65
VanEck Morningstar Wide Moat ETF
MOAT
$15.5B
$5.35M 0.38%
60,823
+12,749
ASML icon
66
ASML
ASML
$416B
$4.93M 0.35%
7,439
+467
LOW icon
67
Lowe's Companies
LOW
$134B
$4.82M 0.34%
20,680
-1,982
IBTG icon
68
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$4.61M 0.33%
200,888
+9,790
MRK icon
69
Merck
MRK
$216B
$4.53M 0.32%
50,485
-235
ADI icon
70
Analog Devices
ADI
$116B
$4.47M 0.32%
22,145
-158
LLY icon
71
Eli Lilly
LLY
$729B
$4.36M 0.31%
5,282
IBTH icon
72
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$4.35M 0.31%
194,215
+13,948
VGSH icon
73
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$4.13M 0.29%
70,283
+5,694
WM icon
74
Waste Management
WM
$79.6B
$4.09M 0.29%
17,662
+55
NFLX icon
75
Netflix
NFLX
$466B
$4.08M 0.29%
4,373
+3,790
1 2
3
4 5