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
$1.51B
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
VO icon
101
Vanguard Mid-Cap ETF
VO
$88.8B
$2.52M 0.17%
9,006
+1,044
MDT icon
102
Medtronic
MDT
$120B
$2.47M 0.16%
28,312
+1,917
NVO icon
103
Novo Nordisk
NVO
$231B
$2.46M 0.16%
35,673
-2,175
IBTJ icon
104
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$755M
$2.36M 0.16%
107,789
+24,916
TSM icon
105
TSMC
TSM
$1.56T
$2.36M 0.16%
10,434
+6,674
VZ icon
106
Verizon
VZ
$166B
$2.35M 0.16%
54,331
-1,570
FI icon
107
Fiserv
FI
$68.6B
$2.31M 0.15%
13,392
+5,990
TYL icon
108
Tyler Technologies
TYL
$22.1B
$2.29M 0.15%
3,854
-1
RTX icon
109
RTX Corp
RTX
$240B
$2.26M 0.15%
15,503
+2,590
BIV icon
110
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$2.22M 0.15%
28,663
-12,659
AFL icon
111
Aflac
AFL
$57.1B
$2.21M 0.15%
21,006
-200
VXUS icon
112
Vanguard Total International Stock ETF
VXUS
$109B
$2.19M 0.15%
31,729
+567
BRK.A icon
113
Berkshire Hathaway Class A
BRK.A
$1.04T
$2.19M 0.15%
3
NSC icon
114
Norfolk Southern
NSC
$62.9B
$2.17M 0.14%
8,473
-2,000
MDLZ icon
115
Mondelez International
MDLZ
$77.9B
$2.06M 0.14%
30,500
+460
PM icon
116
Philip Morris
PM
$233B
$1.98M 0.13%
10,884
-100
IBTK icon
117
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$538M
$1.98M 0.13%
99,546
+19,563
VEU icon
118
Vanguard FTSE All-World ex-US ETF
VEU
$51.9B
$1.97M 0.13%
29,285
-185
WMT icon
119
Walmart
WMT
$823B
$1.95M 0.13%
19,987
-125
TFLO icon
120
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$1.94M 0.13%
38,295
+789
IBTL icon
121
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$436M
$1.93M 0.13%
94,104
+17,346
UNH icon
122
UnitedHealth
UNH
$333B
$1.92M 0.13%
6,168
+363
GILD icon
123
Gilead Sciences
GILD
$146B
$1.91M 0.13%
17,240
VUSB icon
124
Vanguard Ultra-Short Bond ETF
VUSB
$5.69B
$1.9M 0.13%
38,127
+3,930
NN icon
125
NextNav
NN
$1.72B
$1.9M 0.13%
125,000
3 4
5
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