BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+11.55%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.33B
AUM Growth
+$110M
(+9%)
Cap. Flow
-$19.8M
Cap. Flow
% of AUM
-1.49%
Top 10 Holdings %
Top 10 Hldgs %
29.18%
Holding
266
New
13
Increased
58
Reduced
119
Closed
6
Top Buys
| 1 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
$1.68M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.67M |
| 3 |
NextEra Energy, Inc.
NEE
|
$1.58M |
| 4 |
Walt Disney
DIS
|
$1.56M |
| 5 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
$1.43M |
Top Sells
| 1 |
SolarEdge
SEDG
|
$3.01M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.79M |
| 3 |
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
|
$2.54M |
| 4 |
Microsoft
MSFT
|
$2.52M |
| 5 |
Apple
AAPL
|
$1.78M |
Sector Composition
| 1 | Technology | 25.42% |
| 2 | Healthcare | 15.21% |
| 3 | Industrials | 9.5% |
| 4 | Financials | 9.13% |
| 5 | Consumer Discretionary | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
NVIDIA
NVDA
$4.07T
| $2.32M | 0.17% |
46,880
-1,860
| -4% | -$92.1K |
|
102
Mondelez International
MDLZ
$79.9B
| $2.3M | 0.17% |
31,769
-3,395
| -10% | -$246K |
|
103
Vanguard Total International Stock ETF
VXUS
$102B
| $2.24M | 0.17% |
38,677
+577
| +2% | +$33.4K |
|
|
104
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.91B
| $2.23M | 0.17% |
95,946
+61,387
| +178% | +$1.43M |
|
105
Intel
INTC
$107B
| $2.16M | 0.16% |
42,938
-2,370
| -5% | -$119K |
|
106
iShares Floating Rate Bond ETF
FLOT
$9.12B
| $2.16M | 0.16% |
42,567
-2,642
| -6% | -$134K |
|
107
C.H. Robinson
CHRW
$14.9B
| $2.12M | 0.16% |
24,563
| – | – |
|
108
TJX Companies
TJX
$155B
| $2.11M | 0.16% |
22,501
+734
| +3% | +$68.9K |
|
109
Oracle
ORCL
$654B
| $2.08M | 0.16% |
19,721
-762
| -4% | -$80.3K |
|
110
Synopsys
SNPS
$111B
| $2.08M | 0.16% |
4,030
-260
| -6% | -$134K |
|
111
Target
TGT
$42.3B
| $2.07M | 0.16% |
14,500
-1,981
| -12% | -$282K |
|
112
UnitedHealth
UNH
$286B
| $2.03M | 0.15% |
3,863
+165
| +4% | +$86.9K |
|
113
Pfizer
PFE
$141B
| $1.99M | 0.15% |
69,023
-1,159
| -2% | -$33.4K |
|
114
Neogen
NEOG
$1.25B
| $1.96M | 0.15% |
97,581
-4,565
| -4% | -$91.8K |
|
115
iShares Treasury Floating Rate Bond ETF
TFLO
$6.71B
| $1.94M | 0.15% |
38,527
-16,080
| -29% | -$811K |
|
116
iShares S&P 500 Growth ETF
IVW
$63.7B
| $1.88M | 0.14% |
25,084
+295
| +1% | +$22.2K |
|
117
Diageo
DEO
$61.3B
| $1.87M | 0.14% |
12,829
+298
| +2% | +$43.4K |
|
118
iShares Russell Mid-Cap ETF
IWR
$44.6B
| $1.85M | 0.14% |
23,838
-6,501
| -21% | -$505K |
|
119
Aflac
AFL
$57.2B
| $1.81M | 0.14% |
21,947
| – | – |
|
|
120
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
| $1.68M | 0.13% |
+73,482
| New | +$1.68M |
|
121
Tyler Technologies
TYL
$24.2B
| $1.64M | 0.12% |
3,913
+252
| +7% | +$105K |
|
122
Berkshire Hathaway Class A
BRK.A
$1.08T
| $1.63M | 0.12% |
3
| – | – |
|
123
Vanguard Total Bond Market
BND
$135B
| $1.61M | 0.12% |
21,943
+11,583
| +112% | +$852K |
|
124
Vanguard Real Estate ETF
VNQ
$34.7B
| $1.6M | 0.12% |
18,088
+327
| +2% | +$28.9K |
|
125
Seagate
STX
$40B
| $1.45M | 0.11% |
17,000
-2,000
| -11% | -$171K |
|