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
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.54M
3
+$6.04M
4
ROP icon
Roper Technologies
ROP
+$2.83M
5
NVDA icon
NVIDIA
NVDA
+$2.56M

Top Sells

1
+$32.3M
2
+$7.26M
3
+$803K
4
ADBE icon
Adobe
ADBE
+$723K
5
IQV icon
IQVIA
IQV
+$718K

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
QCOM icon
101
Qualcomm
QCOM
$191B
$2.79M 0.18%
16,769
-506
MDT icon
102
Medtronic
MDT
$128B
$2.71M 0.17%
28,471
+159
AMGN icon
103
Amgen
AMGN
$171B
$2.59M 0.16%
9,174
+62
NSC icon
104
Norfolk Southern
NSC
$66.6B
$2.54M 0.16%
8,473
IBTJ icon
105
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$914M
$2.41M 0.15%
109,866
+2,077
VZ icon
106
Verizon
VZ
$172B
$2.4M 0.15%
54,660
+329
AFL icon
107
Aflac
AFL
$57.7B
$2.35M 0.15%
21,006
VXUS icon
108
Vanguard Total International Stock ETF
VXUS
$115B
$2.33M 0.15%
31,715
-14
TFLO icon
109
iShares Treasury Floating Rate Bond ETF
TFLO
$6.52B
$2.29M 0.15%
45,309
+7,014
BRK.A icon
110
Berkshire Hathaway Class A
BRK.A
$1.08T
$2.26M 0.14%
3
UNH icon
111
UnitedHealth
UNH
$310B
$2.24M 0.14%
6,475
+307
VUSB icon
112
Vanguard Ultra-Short Bond ETF
VUSB
$6.42B
$2.12M 0.14%
42,494
+4,367
BIV icon
113
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$2.08M 0.13%
26,568
-2,095
VEU icon
114
Vanguard FTSE All-World ex-US ETF
VEU
$53.1B
$2.07M 0.13%
28,976
-309
WMT icon
115
Walmart Inc. Common Stock
WMT
$930B
$2.07M 0.13%
20,062
+75
APH icon
116
Amphenol
APH
$158B
$2.05M 0.13%
16,600
-458
GLW icon
117
Corning
GLW
$75.7B
$2.03M 0.13%
24,832
-78
FSLR icon
118
First Solar
FSLR
$27.3B
$2.01M 0.13%
9,100
TYL icon
119
Tyler Technologies
TYL
$19.6B
$2M 0.13%
3,829
-25
IBTK icon
120
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$601M
$2M 0.13%
100,510
+964
NVO icon
121
Novo Nordisk
NVO
$223B
$1.98M 0.13%
35,673
MDLZ icon
122
Mondelez International
MDLZ
$69.7B
$1.97M 0.13%
31,555
+1,055
IBTL icon
123
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$421M
$1.96M 0.12%
95,029
+925
GILD icon
124
Gilead Sciences
GILD
$149B
$1.92M 0.12%
17,240
VGUS
125
Vanguard Ultra-Short Treasury ETF
VGUS
$510M
$1.92M 0.12%
25,304
+5,735
3 4
5
6 7