BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.53M
3
+$2.5M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Top Sells

1
+$4.31M
2
+$3.1M
3
+$2.28M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.4M

Sector Composition

1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.07M 0.29%
8,685
-310
77
$4.01M 0.28%
67,051
78
$4.01M 0.28%
33,687
+2,653
79
$3.96M 0.28%
25,832
-803
80
$3.82M 0.27%
11,347
+5
81
$3.79M 0.27%
74,913
-9,105
82
$3.69M 0.26%
6,570
-1,088
83
$3.56M 0.25%
30,735
84
$3.55M 0.25%
13,200
+1,800
85
$3.54M 0.25%
10,693
-710
86
$3.29M 0.23%
45,997
-570
87
$3.28M 0.23%
22,270
+22
88
$3.19M 0.23%
54,584
+378
89
$3.16M 0.22%
41,322
-4,546
90
$3.04M 0.22%
5,805
+647
91
$2.95M 0.21%
132,495
+43,303
92
$2.87M 0.2%
11,571
-249
93
$2.87M 0.2%
34,000
-1,000
94
$2.68M 0.19%
17,475
95
$2.66M 0.19%
10,350
-361
96
$2.63M 0.19%
37,848
-6,956
97
$2.54M 0.18%
27,399
+435
98
$2.54M 0.18%
55,901
-13,156
99
$2.51M 0.18%
8,056
-178
100
$2.48M 0.18%
10,473
-7
2 3
4
5 6