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
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.52M 0.29%
36,105
-300
77
$3.4M 0.28%
8,845
+1,139
78
$3.4M 0.28%
13,783
79
$3.11M 0.26%
35,837
+1,008
80
$3.06M 0.25%
19,538
-118
81
$2.99M 0.25%
27,101
-623
82
$2.96M 0.25%
11,661
+306
83
$2.9M 0.24%
45,589
-118
84
$2.84M 0.24%
12,102
-132
85
$2.79M 0.23%
18,756
-2,862
86
$2.64M 0.22%
7,220
-32
87
$2.6M 0.22%
11,787
88
$2.55M 0.21%
38,288
-1,166
89
$2.54M 0.21%
96,079
-12,945
90
$2.45M 0.2%
36,339
-57
91
$2.45M 0.2%
31,086
92
$2.41M 0.2%
57,343
-1,019
93
$2.39M 0.2%
49,395
+1,615
94
$2.37M 0.2%
17,662
-463
95
$2.34M 0.19%
46,538
-22,349
96
$2.34M 0.19%
66,889
-241
97
$2.33M 0.19%
21,154
-440
98
$2.29M 0.19%
12,848
+284
99
$2.27M 0.19%
45,086
-3,354
100
$2.27M 0.19%
92,024
+23,927
2 3
4
5 6