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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.47M 0.17%
14,509
-250
102
$2.42M 0.16%
26,892
103
$2.42M 0.16%
21,597
104
$2.32M 0.16%
8,465
-325
105
$2.31M 0.16%
3,954
106
$2.28M 0.15%
100,844
+27,917
107
$2.21M 0.15%
4,363
+373
108
$2.14M 0.14%
28,990
-383
109
$2.1M 0.14%
13,478
+50
110
$2.09M 0.14%
32,291
-4,238
111
$2.07M 0.14%
3
112
$2.01M 0.14%
22,771
113
$2M 0.14%
31,766
-9,560
114
$1.95M 0.13%
25,995
+4,594
115
$1.92M 0.13%
66,282
-3,243
116
$1.86M 0.13%
17,000
117
$1.76M 0.12%
4,502
-150
118
$1.71M 0.12%
71,139
-32,901
119
$1.7M 0.12%
75,559
+7,794
120
$1.7M 0.11%
12,416
-88
121
$1.69M 0.11%
6,405
-545
122
$1.68M 0.11%
20,842
-306
123
$1.66M 0.11%
17,018
+166
124
$1.61M 0.11%
6,664
-990
125
$1.57M 0.11%
93,301
-596
3 4
5
6 7