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
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.19%
+24,563
102
$2.24M 0.19%
8,542
-279
103
$2.24M 0.19%
15,967
-187
104
$2.21M 0.18%
13,152
105
$2.18M 0.18%
91,440
+22,535
106
$2.16M 0.18%
12,416
+1,937
107
$2.11M 0.18%
12,182
+101
108
$1.94M 0.16%
37,551
-2,715
109
$1.93M 0.16%
26,881
-560
110
$1.91M 0.16%
12,942
111
$1.89M 0.16%
5,382
+986
112
$1.89M 0.16%
37,699
+10,262
113
$1.89M 0.16%
28,803
+1,210
114
$1.81M 0.15%
5,605
+103
115
$1.8M 0.15%
22,049
+286
116
$1.73M 0.14%
3,262
-329
117
$1.72M 0.14%
36,014
-590
118
$1.65M 0.14%
16,438
-1,812
119
$1.58M 0.13%
22,004
-2,684
120
$1.58M 0.13%
19,812
+6,499
121
$1.56M 0.13%
20,830
-300
122
$1.56M 0.13%
15,450
123
$1.54M 0.13%
100,847
-7,239
124
$1.52M 0.13%
17,680
-2,300
125
$1.5M 0.12%
102,450
+5,770
3 4
5
6 7