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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.32M
3
+$2.14M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.97M
5
NFLX icon
Netflix
NFLX
+$1.52M

Top Sells

1
+$1.6M
2
+$1.45M
3
+$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
76
Hubbell
HUBB
$23.3B
$4.34M 0.29%
10,618
-75
VCRB icon
77
Vanguard Core Bond ETF
VCRB
$3.8B
$4.31M 0.29%
55,546
+25,403
AXP icon
78
American Express
AXP
$251B
$4.19M 0.28%
13,130
-70
IVV icon
79
iShares Core S&P 500 ETF
IVV
$667B
$4.1M 0.27%
6,607
+37
WM icon
80
Waste Management
WM
$82.4B
$4.05M 0.27%
17,697
+35
IBTI icon
81
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
$4.03M 0.27%
180,163
+47,668
MRK icon
82
Merck
MRK
$231B
$3.97M 0.26%
50,120
-365
WELL icon
83
Welltower
WELL
$131B
$3.96M 0.26%
25,753
-79
VGSH icon
84
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$3.83M 0.25%
65,137
-5,146
XOM icon
85
Exxon Mobil
XOM
$501B
$3.68M 0.24%
34,122
+435
META icon
86
Meta Platforms (Facebook)
META
$1.54T
$3.57M 0.24%
4,835
+907
GIS icon
87
General Mills
GIS
$25.2B
$3.4M 0.23%
65,701
-1,350
RPM icon
88
RPM International
RPM
$13.9B
$3.36M 0.22%
30,585
-150
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$3.33M 0.22%
53,674
-910
JPST icon
90
JPMorgan Ultra-Short Income ETF
JPST
$34B
$3.26M 0.22%
64,313
-10,600
KO icon
91
Coca-Cola
KO
$306B
$3.22M 0.21%
45,527
-470
ORCL icon
92
Oracle
ORCL
$620B
$3.18M 0.21%
14,532
+115
IVW icon
93
iShares S&P 500 Growth ETF
IVW
$66.1B
$3.02M 0.2%
27,399
VV icon
94
Vanguard Large-Cap ETF
VV
$46.6B
$2.95M 0.2%
10,350
ITW icon
95
Illinois Tool Works
ITW
$71.2B
$2.85M 0.19%
11,521
-50
VEA icon
96
Vanguard FTSE Developed Markets ETF
VEA
$180B
$2.83M 0.19%
49,662
+1,893
QCOM icon
97
Qualcomm
QCOM
$187B
$2.75M 0.18%
17,275
-200
SNPS icon
98
Synopsys
SNPS
$73.2B
$2.75M 0.18%
5,357
+908
CLX icon
99
Clorox
CLX
$12.7B
$2.66M 0.18%
22,156
-114
AMGN icon
100
Amgen
AMGN
$181B
$2.54M 0.17%
9,112
+1,056
2 3
4
5 6