BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.83M
3
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1
+$12.3M
2
+$6.49M
3
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
76
Lowe's Companies
LOW
$116B
$4.73M 0.3%
19,625
-25
HUBB icon
77
Hubbell
HUBB
$25.4B
$4.72M 0.3%
10,618
IVV icon
78
iShares Core S&P 500 ETF
IVV
$840B
$4.49M 0.28%
6,548
-61
TT icon
79
Trane Technologies
TT
$103B
$4.4M 0.28%
11,296
XOM icon
80
Exxon Mobil
XOM
$632B
$4.28M 0.27%
35,597
-25
MPWR icon
81
Monolithic Power Systems
MPWR
$83B
$4.22M 0.27%
4,653
+1,406
VGSH icon
82
Vanguard Short-Term Treasury ETF
VGSH
$29B
$4.16M 0.26%
70,832
+5,630
WELL icon
83
Welltower
WELL
$138B
$4.09M 0.26%
22,043
-3,616
BRK.A icon
84
Berkshire Hathaway Class A
BRK.A
$1.02T
$3.77M 0.24%
5
+2
WM icon
85
Waste Management
WM
$87.5B
$3.76M 0.24%
17,117
-1,257
IJH icon
86
iShares Core S&P Mid-Cap ETF
IJH
$120B
$3.62M 0.23%
54,816
+856
TSM icon
87
TSMC
TSM
$2.26T
$3.53M 0.22%
11,627
+762
CAT icon
88
Caterpillar
CAT
$427B
$3.43M 0.22%
5,983
+2,269
SNPS icon
89
Synopsys
SNPS
$95.4B
$3.41M 0.22%
7,253
-27,639
IVW icon
90
iShares S&P 500 Growth ETF
IVW
$76.1B
$3.38M 0.21%
27,399
RTX icon
91
RTX Corp
RTX
$232B
$3.27M 0.21%
17,857
+54
VEA icon
92
Vanguard FTSE Developed Markets ETF
VEA
$230B
$3.17M 0.2%
50,725
-410
KO icon
93
Coca-Cola
KO
$339B
$3.12M 0.2%
44,673
+184
AMGN icon
94
Amgen
AMGN
$183B
$3M 0.19%
9,167
-7
GIS icon
95
General Mills
GIS
$17.2B
$2.96M 0.19%
63,666
-1,800
VO icon
96
Vanguard Mid-Cap ETF
VO
$103B
$2.89M 0.18%
39,856
+828
VV icon
97
Vanguard Large-Cap ETF
VV
$53.2B
$2.88M 0.18%
9,166
-174
RPM icon
98
RPM International
RPM
$13.4B
$2.86M 0.18%
27,535
-2,450
GLW icon
99
Corning
GLW
$173B
$2.85M 0.18%
32,555
+7,723
QCOM icon
100
Qualcomm
QCOM
$264B
$2.83M 0.18%
16,547
-222
2 3
4
5 6