BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$7.36M
3
+$6.12M
4
ROP icon
Roper Technologies
ROP
+$3.03M
5
NVDA icon
NVIDIA
NVDA
+$2.39M

Top Sells

1
+$32.3M
2
+$5.76M
3
+$735K
4
AAPL icon
Apple
AAPL
+$713K
5
IQV icon
IQVIA
IQV
+$687K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSV icon
76
Vanguard Short-Term Bond ETF
BSV
$43.7B
$4.77M 0.3%
60,488
-3,285
TT icon
77
Trane Technologies
TT
$93.5B
$4.77M 0.3%
11,296
HUBB icon
78
Hubbell
HUBB
$24.8B
$4.57M 0.29%
10,618
WELL icon
79
Welltower
WELL
$145B
$4.57M 0.29%
25,659
-94
IVV icon
80
iShares Core S&P 500 ETF
IVV
$704B
$4.42M 0.28%
6,609
+2
AXP icon
81
American Express
AXP
$206B
$4.35M 0.28%
13,105
-25
WM icon
82
Waste Management
WM
$96.2B
$4.06M 0.26%
18,374
+677
ORCL icon
83
Oracle
ORCL
$446B
$4.03M 0.26%
14,335
-197
XOM icon
84
Exxon Mobil
XOM
$651B
$4.02M 0.26%
35,622
+1,500
MRK icon
85
Merck
MRK
$286B
$3.84M 0.24%
45,788
-4,332
VGSH icon
86
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
$3.84M 0.24%
65,202
+65
RPM icon
87
RPM International
RPM
$12.8B
$3.53M 0.22%
29,985
-600
IJH icon
88
iShares Core S&P Mid-Cap ETF
IJH
$104B
$3.52M 0.22%
53,960
+286
IVW icon
89
iShares S&P 500 Growth ETF
IVW
$62.7B
$3.31M 0.21%
27,399
GIS icon
90
General Mills
GIS
$21B
$3.3M 0.21%
65,466
-235
VEA icon
91
Vanguard FTSE Developed Markets ETF
VEA
$202B
$3.06M 0.2%
51,135
+1,473
TSM icon
92
TSMC
TSM
$1.75T
$3.03M 0.19%
10,865
+431
CLX icon
93
Clorox
CLX
$13.4B
$3.02M 0.19%
24,463
+2,307
ITW icon
94
Illinois Tool Works
ITW
$76.9B
$3M 0.19%
11,521
MPWR icon
95
Monolithic Power Systems
MPWR
$51.7B
$2.99M 0.19%
3,247
+733
RTX icon
96
RTX Corp
RTX
$275B
$2.98M 0.19%
17,803
+2,300
KO icon
97
Coca-Cola
KO
$333B
$2.95M 0.19%
44,489
-1,038
JPST icon
98
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
$2.92M 0.19%
57,639
-6,674
VV icon
99
Vanguard Large-Cap ETF
VV
$45.9B
$2.88M 0.18%
9,340
-1,010
VO icon
100
Vanguard Mid-Cap ETF
VO
$91.9B
$2.87M 0.18%
9,757
+751
2 3
4
5 6