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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
+6.78%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+258.3%
AUM
$1.39B
AUM Growth
+$59.8M
Cap. Flow
-$14.7M
Cap. Flow %
-1.06%
Top 10 Hldgs %
28.57%
Holding
270
New
10
Increased
47
Reduced
134
Closed
6

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$3.11M
2
NEE icon
NextEra Energy
NEE
+$1.43M
3
TJX icon
TJX Companies
TJX
+$1.14M
4
EOG icon
EOG Resources
EOG
+$1.13M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$850K

Top Sells

Rank Stock Value
1
LKQ icon
LKQ Corp
LKQ
+$4.1M
2
AMZN icon
Amazon
AMZN
+$1.77M
3
MSFT icon
Microsoft
MSFT
+$1.72M
4
AAPL icon
Apple
AAPL
+$1.19M
5
DLTR icon
Dollar Tree
DLTR
+$1.12M

Sector Composition

Rank Sector Weight
1 Technology 24.73%
2 Healthcare 15.77%
3 Industrials 9.54%
4 Financials 9.35%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
101
UnitedHealth
UNH
$370B
$2.37M 0.17%
4,793
+930
+24% +$473K
ORCL icon
102
Oracle
ORCL
$423B
$2.33M 0.17%
18,520
-1,201
-6% -$137K
SNPS icon
103
Synopsys
SNPS
$79.7B
$2.28M 0.16%
3,990
-40
-1% -$22K
VXUS icon
104
Vanguard Total International Stock ETF
VXUS
$163B
$2.27M 0.16%
37,734
-943
-2% -$54.9K
IBTF
105
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$2.23M 0.16%
95,781
-165
-0.2% -$3.84K
IVW icon
106
iShares S&P 500 Growth ETF
IVW
$77.6B
$2.15M 0.15%
25,409
+325
+1% +$26.1K
MDLZ icon
107
Mondelez International
MDLZ
$79.9B
$2.05M 0.15%
29,231
-2,538
-8% -$185K
DLTR icon
108
Dollar Tree
DLTR
$25.2B
$2.03M 0.15%
15,243
-8,110
-35% -$1.12M
FLOT icon
109
iShares Floating Rate Bond ETF
FLOT
$10.5B
$2.02M 0.15%
39,609
-2,958
-7% -$150K
DEO icon
110
Diageo
DEO
$53.6B
$1.92M 0.14%
12,907
+78
+0.6% +$11.4K
IWR icon
111
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.92M 0.14%
22,771
-1,067
-4% -$84.5K
BRK.A icon
112
Berkshire Hathaway Class A
BRK.A
$1.12T
$1.9M 0.14%
3
– –
PFE icon
113
Pfizer
PFE
$153B
$1.9M 0.14%
68,371
-652
-0.9% -$18.1K
INTC icon
114
Intel
INTC
$513B
$1.88M 0.14%
42,607
-331
-0.8% -$14.7K
AFL icon
115
Aflac
AFL
$62.6B
$1.87M 0.13%
21,822
-125
-0.6% -$10.2K
CHRW icon
116
C.H. Robinson
CHRW
$17.5B
$1.87M 0.13%
24,563
– –
CAT icon
117
Caterpillar
CAT
$387B
$1.79M 0.13%
4,881
– –
IBTG icon
118
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$1.74M 0.13%
76,712
+3,230
+4% +$73.5K
TYL icon
119
Tyler Technologies
TYL
$12.8B
$1.69M 0.12%
3,983
+70
+2% +$29.9K
TFLO icon
120
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$1.64M 0.12%
32,395
-6,132
-16% -$310K
STX icon
121
Seagate
STX
$184B
$1.58M 0.11%
17,000
– –
BND icon
122
Vanguard Total Bond Market
BND
$161B
$1.56M 0.11%
21,510
-433
-2% -$31.4K
SEDG icon
123
SolarEdge
SEDG
$1.95B
$1.54M 0.11%
21,696
-3,208
-13% -$232K
VNQ icon
124
Vanguard Real Estate ETF
VNQ
$39.1B
$1.54M 0.11%
17,805
-283
-2% -$24.2K
VO icon
125
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.53M 0.11%
24,440
– –
3 4
5
6 7

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Boston Family Office's Q1 2024 Portfolio in Review

As of Q1 2024, Boston Family Office held 270 positions worth $1.39B, up 4.5% from $1.33B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q1 2024 filing shows 10 new, 47 increased, 134 reduced and 6 closed positions. Its largest new stake was Palantir: 25,000 shares worth $575K. The largest sale was LKQ Corp, an estimated $4.1M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 25% a quarter earlier, followed by Healthcare and Industrials.

  • Boston Family Office's largest Q1 2024 buy was Palantir: 25,000 shares worth $575K.
  • Boston Family Office added most to Palo Alto Networks in Q1 2024, an estimated $3.11M increase.
  • Boston Family Office's biggest Q1 2024 reduction was Amazon, cutting an estimated $1.77M.
  • Boston Family Office fully exited LKQ Corp in Q1 2024, selling an estimated $4.1M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.39B portfolio in Q1 2024.
  • Boston Family Office opened 10 new positions and closed 6 in Q1 2024.
  • Boston Family Office's portfolio value rose 4.5% quarter-over-quarter to $1.39B.

Based on Boston Family Office's 13F filing for Q1 2024, filed 13 May 2024.