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
$1.41B
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
QQQ icon
76
Invesco QQQ Trust
QQQ
$404B
$4.07M 0.29%
8,685
-310
GIS icon
77
General Mills
GIS
$24.8B
$4.01M 0.28%
67,051
XOM icon
78
Exxon Mobil
XOM
$496B
$4.01M 0.28%
33,687
+2,653
WELL icon
79
Welltower
WELL
$121B
$3.96M 0.28%
25,832
-803
TT icon
80
Trane Technologies
TT
$95.1B
$3.82M 0.27%
11,347
+5
JPST icon
81
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$3.79M 0.27%
74,913
-9,105
IVV icon
82
iShares Core S&P 500 ETF
IVV
$683B
$3.69M 0.26%
6,570
-1,088
RPM icon
83
RPM International
RPM
$13.9B
$3.56M 0.25%
30,735
AXP icon
84
American Express
AXP
$247B
$3.55M 0.25%
13,200
+1,800
HUBB icon
85
Hubbell
HUBB
$25.1B
$3.54M 0.25%
10,693
-710
KO icon
86
Coca-Cola
KO
$294B
$3.29M 0.23%
45,997
-570
CLX icon
87
Clorox
CLX
$13.5B
$3.28M 0.23%
22,270
+22
IJH icon
88
iShares Core S&P Mid-Cap ETF
IJH
$100B
$3.19M 0.23%
54,584
+378
BIV icon
89
Vanguard Intermediate-Term Bond ETF
BIV
$25.2B
$3.16M 0.22%
41,322
-4,546
UNH icon
90
UnitedHealth
UNH
$322B
$3.04M 0.22%
5,805
+647
IBTI icon
91
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
$2.95M 0.21%
132,495
+43,303
ITW icon
92
Illinois Tool Works
ITW
$70.2B
$2.87M 0.2%
11,571
-249
PLTR icon
93
Palantir
PLTR
$472B
$2.87M 0.2%
34,000
-1,000
QCOM icon
94
Qualcomm
QCOM
$193B
$2.68M 0.19%
17,475
VV icon
95
Vanguard Large-Cap ETF
VV
$47.7B
$2.66M 0.19%
10,350
-361
NVO icon
96
Novo Nordisk
NVO
$228B
$2.63M 0.19%
37,848
-6,956
IVW icon
97
iShares S&P 500 Growth ETF
IVW
$69.1B
$2.54M 0.18%
27,399
+435
VZ icon
98
Verizon
VZ
$170B
$2.54M 0.18%
55,901
-13,156
AMGN icon
99
Amgen
AMGN
$157B
$2.51M 0.18%
8,056
-178
NSC icon
100
Norfolk Southern
NSC
$62.7B
$2.48M 0.18%
10,473
-7
2 3
4
5 6