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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.67M
3
+$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
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 Change
in Stake 		Capital Flow
101
$2.32M 0.17%
46,880
-1,860
102
$2.3M 0.17%
31,769
-3,395
103
$2.24M 0.17%
38,677
+577
104
$2.23M 0.17%
95,946
+61,387
105
$2.16M 0.16%
42,938
-2,370
106
$2.15M 0.16%
42,567
-2,642
107
$2.12M 0.16%
24,563
108
$2.11M 0.16%
22,501
+734
109
$2.08M 0.16%
19,721
-762
110
$2.08M 0.16%
4,030
-260
111
$2.06M 0.16%
14,500
-1,981
112
$2.03M 0.15%
3,863
+165
113
$1.99M 0.15%
69,023
-1,159
114
$1.96M 0.15%
97,581
-4,565
115
$1.94M 0.15%
38,527
-16,080
116
$1.88M 0.14%
25,084
+295
117
$1.87M 0.14%
12,829
+298
118
$1.85M 0.14%
23,838
-6,501
119
$1.81M 0.14%
21,947
120
$1.68M 0.13%
+73,482
121
$1.64M 0.12%
3,913
+252
122
$1.63M 0.12%
3
123
$1.61M 0.12%
21,943
+11,583
124
$1.6M 0.12%
18,088
+327
125
$1.45M 0.11%
17,000
-2,000
3 4
5
6 7