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
$1.58B
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
BSX icon
101
Boston Scientific
BSX
$103B
$2.83M 0.18%
29,624
+17,864
IBTJ icon
102
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.21B
$2.77M 0.18%
126,211
+16,345
ORCL icon
103
Oracle
ORCL
$446B
$2.75M 0.17%
14,116
-219
ITW icon
104
Illinois Tool Works
ITW
$76.9B
$2.7M 0.17%
10,945
-576
MDT icon
105
Medtronic
MDT
$112B
$2.63M 0.17%
27,433
-1,038
JPST icon
106
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
$2.63M 0.17%
51,904
-5,735
NSC icon
107
Norfolk Southern
NSC
$65B
$2.45M 0.16%
8,473
VXUS icon
108
Vanguard Total International Stock ETF
VXUS
$133B
$2.41M 0.15%
32,003
+288
FSLR icon
109
First Solar
FSLR
$21B
$2.38M 0.15%
9,100
AFL icon
110
Aflac
AFL
$56.1B
$2.32M 0.15%
21,006
IBTK icon
111
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$815M
$2.29M 0.15%
115,375
+14,865
TFLO icon
112
iShares Treasury Floating Rate Bond ETF
TFLO
$6.46B
$2.27M 0.14%
45,080
-229
WMT icon
113
Walmart Inc
WMT
$1.01T
$2.23M 0.14%
20,012
-50
IBTL icon
114
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$530M
$2.16M 0.14%
105,256
+10,227
VEU icon
115
Vanguard FTSE All-World ex-US ETF
VEU
$58.1B
$2.11M 0.13%
28,641
-335
AMAT icon
116
Applied Materials
AMAT
$271B
$2.09M 0.13%
8,132
-184
UNH icon
117
UnitedHealth
UNH
$256B
$2.09M 0.13%
6,325
-150
NN icon
118
NextNav
NN
$2.29B
$2.08M 0.13%
125,000
VGUS
119
Vanguard Ultra-Short Treasury ETF
VGUS
$771M
$2.04M 0.13%
27,046
+1,742
BIV icon
120
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$2.02M 0.13%
25,945
-623
GILD icon
121
Gilead Sciences
GILD
$180B
$2.01M 0.13%
16,340
-900
APH icon
122
Amphenol
APH
$165B
$1.97M 0.13%
14,608
-1,992
MMM icon
123
3M
MMM
$79.5B
$1.94M 0.12%
12,118
-123
TYL icon
124
Tyler Technologies
TYL
$15B
$1.91M 0.12%
4,198
+369
IYW icon
125
iShares US Technology ETF
IYW
$18.7B
$1.9M 0.12%
9,500
3 4
5
6 7