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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.95M
3
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

1
+$6.6M
2
+$4.43M
3
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSV icon
76
Vanguard Short-Term Bond ETF
BSV
$45.1B
$4.66M 0.31%
59,390
-3,551
QQQ icon
77
Invesco QQQ Trust
QQQ
$479B
$4.6M 0.31%
7,965
-954
WELL icon
78
Welltower
WELL
$151B
$4.57M 0.3%
23,091
+1,048
IVV icon
79
iShares Core S&P 500 ETF
IVV
$838B
$4.27M 0.28%
6,537
-11
TT icon
80
Trane Technologies
TT
$101B
$4.26M 0.28%
10,221
-1,075
WM icon
81
Waste Management
WM
$88.1B
$4.26M 0.28%
18,526
+1,409
TSM icon
82
TSMC
TSM
$2.2T
$4.17M 0.28%
12,341
+714
VEA icon
83
Vanguard FTSE Developed Markets ETF
VEA
$230B
$4.17M 0.28%
65,036
+14,311
ADBE icon
84
Adobe
ADBE
$82.5B
$4.08M 0.27%
16,792
-2,093
IJH icon
85
iShares Core S&P Mid-Cap ETF
IJH
$122B
$3.77M 0.25%
55,834
+1,018
AMGN icon
86
Amgen
AMGN
$192B
$3.66M 0.24%
10,401
+1,234
LOW icon
87
Lowe's Companies
LOW
$124B
$3.65M 0.24%
15,457
-4,168
BRK.A icon
88
Berkshire Hathaway Class A
BRK.A
$1.05T
$3.59M 0.24%
5
RTX icon
89
RTX Corp
RTX
$247B
$3.45M 0.23%
17,906
+49
KO icon
90
Coca-Cola
KO
$355B
$3.36M 0.22%
44,147
-526
GLW icon
91
Corning
GLW
$154B
$3.33M 0.22%
24,487
-8,068
ITW icon
92
Illinois Tool Works
ITW
$74.1B
$3.26M 0.22%
12,541
+1,596
IBTJ icon
93
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.24B
$3.23M 0.22%
148,083
+21,872
CAT icon
94
Caterpillar
CAT
$419B
$3.23M 0.22%
4,562
-1,421
IVW icon
95
iShares S&P 500 Growth ETF
IVW
$73.2B
$3.1M 0.21%
27,424
+25
RPM icon
96
RPM International
RPM
$13.7B
$2.94M 0.2%
29,532
+1,997
SPOT icon
97
Spotify
SPOT
$99.1B
$2.94M 0.2%
+6,053
IBTG icon
98
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.3B
$2.89M 0.19%
126,260
-94,254
VO icon
99
Vanguard Mid-Cap ETF
VO
$104B
$2.86M 0.19%
39,856
SNPS icon
100
Synopsys
SNPS
$86.9B
$2.82M 0.19%
7,108
-145
2 3
4
5 6