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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
$1.5B
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.95M
3
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

1
+$6.6M
2
+$4.43M
3
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTK icon
101
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$876M
$2.81M 0.19%
142,467
+27,092
AMAT icon
102
Applied Materials
AMAT
$450B
$2.8M 0.19%
8,186
+54
VV icon
103
Vanguard Large-Cap ETF
VV
$52B
$2.74M 0.18%
9,166
VXUS icon
104
Vanguard Total International Stock ETF
VXUS
$153B
$2.64M 0.18%
34,214
+2,211
VNQ icon
105
Vanguard Real Estate ETF
VNQ
$38.1B
$2.55M 0.17%
28,745
+8,511
IBTL icon
106
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$560M
$2.52M 0.17%
123,346
+18,090
WMT icon
107
Walmart Inc
WMT
$963B
$2.51M 0.17%
20,216
+204
NSC icon
108
Norfolk Southern
NSC
$70.5B
$2.42M 0.16%
8,433
-40
GIS icon
109
General Mills
GIS
$18.4B
$2.37M 0.16%
63,666
MDT icon
110
Medtronic
MDT
$103B
$2.36M 0.16%
27,251
-182
AFL icon
111
Aflac
AFL
$60B
$2.31M 0.15%
21,006
VGUS
112
Vanguard Ultra-Short Treasury ETF
VGUS
$990M
$2.27M 0.15%
29,994
+2,948
GILD icon
113
Gilead Sciences
GILD
$156B
$2.23M 0.15%
16,037
-303
JPST icon
114
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$2.23M 0.15%
43,945
-7,959
VEU icon
115
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$2.19M 0.15%
29,121
+480
TFLO icon
116
iShares Treasury Floating Rate Bond ETF
TFLO
$6.57B
$2.12M 0.14%
41,945
-3,135
VZ icon
117
Verizon
VZ
$201B
$2.1M 0.14%
41,730
+470
GE icon
118
GE Aerospace
GE
$350B
$2.03M 0.14%
7,163
+5,302
NN icon
119
NextNav
NN
$2.93B
$2M 0.13%
125,000
BSX icon
120
Boston Scientific
BSX
$69.7B
$1.94M 0.13%
30,865
+1,241
ORCL icon
121
Oracle
ORCL
$530B
$1.92M 0.13%
13,075
-1,041
AWK icon
122
American Water Works
AWK
$24.7B
$1.92M 0.13%
14,073
-170
BMY icon
123
Bristol-Myers Squibb
BMY
$117B
$1.88M 0.13%
30,989
+927
VUSB icon
124
Vanguard Ultra-Short Bond ETF
VUSB
$8.8B
$1.87M 0.12%
37,559
+3,814
APH icon
125
Amphenol
APH
$189B
$1.83M 0.12%
14,497
-111
3 4
5
6 7