BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PH icon
51
Parker-Hannifin
PH
$112B
$8.59M 0.55%
11,334
+85
TEL icon
52
TE Connectivity
TEL
$58.5B
$8.57M 0.55%
39,058
HD icon
53
Home Depot
HD
$338B
$8.28M 0.53%
20,431
-33
SHW icon
54
Sherwin-Williams
SHW
$79.2B
$8.25M 0.53%
23,825
-395
LECO icon
55
Lincoln Electric
LECO
$14.2B
$8.13M 0.52%
34,477
-298
MCD icon
56
McDonald's
MCD
$232B
$7.99M 0.51%
26,283
+33
DHR icon
57
Danaher
DHR
$132B
$7.96M 0.51%
40,164
-96
EOG icon
58
EOG Resources
EOG
$71.7B
$7.93M 0.51%
70,769
-2,646
TJX icon
59
TJX Companies
TJX
$173B
$7.85M 0.5%
54,289
+2,941
ASML icon
60
ASML
ASML
$519B
$7.67M 0.49%
7,923
+67
MDY icon
61
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
$7.58M 0.48%
12,720
-200
NFLX icon
62
Netflix
NFLX
$402B
$7.14M 0.45%
59,540
+4,450
VCSH icon
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$7.09M 0.45%
88,660
-785
IJR icon
64
iShares Core S&P Small-Cap ETF
IJR
$90.4B
$6.93M 0.44%
58,317
-706
PLTR icon
65
Palantir
PLTR
$361B
$6.91M 0.44%
37,855
+3,750
VRP icon
66
Invesco Variable Rate Preferred ETF
VRP
$2.43B
$5.91M 0.38%
239,429
-4,152
MOAT icon
67
VanEck Morningstar Wide Moat ETF
MOAT
$12B
$5.75M 0.37%
57,979
-662
IBTG icon
68
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.36B
$5.47M 0.35%
238,581
+12,202
ADI icon
69
Analog Devices
ADI
$149B
$5.32M 0.34%
21,638
+529
IBTH icon
70
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.07B
$5.31M 0.34%
235,875
+13,996
QQQ icon
71
Invesco QQQ Trust
QQQ
$383B
$5.21M 0.33%
8,674
-19
ZTS icon
72
Zoetis
ZTS
$48.8B
$5.15M 0.33%
35,181
+766
LOW icon
73
Lowe's Companies
LOW
$133B
$4.94M 0.31%
19,650
-325
VCRB icon
74
Vanguard Core Bond ETF
VCRB
$6.19B
$4.93M 0.31%
62,906
+7,360
IBTI icon
75
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.58B
$4.79M 0.31%
214,224
+34,061
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3
4 5