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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.67M
3
+$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
Apple
AAPL
+$1.78M

Sector Composition

1 Technology 25.42%
2 Healthcare 15.21%
3 Industrials 9.5%
4 Financials 9.13%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.44M 0.26%
78,555
-603
77
$3.32M 0.25%
23,353
-1,429
78
$3.28M 0.25%
23,007
+661
79
$3.26M 0.25%
18,225
80
$3.26M 0.25%
86,435
-5,714
81
$3.15M 0.24%
56,765
+1,340
82
$3.11M 0.23%
11,865
+95
83
$3.01M 0.23%
12,730
-135
84
$2.96M 0.22%
29,557
+495
85
$2.95M 0.22%
61,618
+505
86
$2.89M 0.22%
11,442
-25
87
$2.89M 0.22%
11,866
88
$2.88M 0.22%
19,880
+185
89
$2.87M 0.22%
33,754
+4,666
90
$2.8M 0.21%
47,532
-570
91
$2.63M 0.2%
110,060
+21,211
92
$2.55M 0.19%
13,602
-110
93
$2.49M 0.19%
10,219
-90
94
$2.45M 0.18%
8,515
-84
95
$2.44M 0.18%
31,913
+21,811
96
$2.39M 0.18%
26,511
-1,005
97
$2.36M 0.18%
10,805
98
$2.35M 0.18%
41,913
+2,483
99
$2.35M 0.18%
28,519
+4,516
100
$2.33M 0.18%
24,904
-32,120
2 3
4
5 6