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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.41M 0.3%
11,342
+360
77
$3.99M 0.27%
41,178
+1,129
78
$3.9M 0.26%
49,764
-1,312
79
$3.79M 0.26%
164,126
+18,548
80
$3.76M 0.25%
31,060
+40
81
$3.67M 0.25%
31,280
-576
82
$3.66M 0.25%
81,489
-3,417
83
$3.66M 0.25%
17,622
-15
84
$3.62M 0.25%
22,228
-877
85
$3.57M 0.24%
152,549
-6,536
86
$3.37M 0.23%
54,046
+304
87
$3.36M 0.23%
46,771
-464
88
$3.36M 0.23%
26,217
+416
89
$3.14M 0.21%
11,985
-145
90
$3.14M 0.21%
75,073
-7,203
91
$3.1M 0.21%
11,430
92
$3.04M 0.21%
5,191
+178
93
$2.97M 0.2%
17,475
-670
94
$2.83M 0.19%
3,400
+240
95
$2.81M 0.19%
10,693
+19
96
$2.71M 0.18%
24,563
97
$2.69M 0.18%
8,364
-52
98
$2.6M 0.18%
10,480
99
$2.59M 0.18%
49,091
-3,975
100
$2.5M 0.17%
26,064
+105
2 3
4
5 6