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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
+0.24%
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
$1.46B
AUM Growth
-$20.4M
Cap. Flow
-$4.24M
Cap. Flow %
-0.29%
Top 10 Hldgs %
29.12%
Holding
286
New
10
Increased
58
Reduced
118
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.66M
2
ASML icon
ASML
ASML
+$2.57M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.77M
4
MPWR icon
Monolithic Power Systems
MPWR
+$1.73M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.71M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.57M
2
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.71M
3
ROK icon
Rockwell Automation
ROK
+$1.47M
4
BND icon
Vanguard Total Bond Market
BND
+$1.36M
5
ZTS icon
Zoetis
ZTS
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
101
Oracle
ORCL
$423B
$2.33M 0.16%
14,007
-502
-3% -$89.2K
FDX icon
102
FedEx
FDX
$75.4B
$2.33M 0.16%
8,264
-201
-2% -$56.1K
TYL icon
103
Tyler Technologies
TYL
$12.8B
$2.27M 0.16%
3,939
-15
-0.4% -$9.06K
AFL icon
104
Aflac
AFL
$62.6B
$2.21M 0.15%
21,397
-200
-0.9% -$21.8K
VEA icon
105
Vanguard FTSE Developed Markets ETF
VEA
$237B
$2.2M 0.15%
45,975
-3,116
-6% -$156K
MDT icon
106
Medtronic
MDT
$112B
$2.18M 0.15%
27,305
+413
+2% +$35.8K
AMGN icon
107
Amgen
AMGN
$222B
$2.15M 0.15%
8,234
-130
-2% -$38.6K
SNPS icon
108
Synopsys
SNPS
$79.7B
$2.14M 0.15%
4,405
+42
+1% +$22K
TFLO icon
109
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$2.08M 0.14%
41,247
+13,244
+47% +$669K
BRK.A icon
110
Berkshire Hathaway Class A
BRK.A
$1.12T
$2.04M 0.14%
3
– –
IWR icon
111
iShares Russell Mid-Cap ETF
IWR
$57.5B
$2.01M 0.14%
22,771
– –
IBTI icon
112
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
$1.95M 0.13%
89,192
+13,633
+18% +$301K
NN icon
113
NextNav
NN
$2.23B
$1.95M 0.13%
125,000
– –
WMT icon
114
Walmart Inc
WMT
$890B
$1.84M 0.13%
20,339
-503
-2% -$43.6K
VEU icon
115
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$1.82M 0.13%
31,746
-20
-0.1% -$1.21K
TGT icon
116
Target
TGT
$68B
$1.82M 0.13%
13,478
– –
MDLZ icon
117
Mondelez International
MDLZ
$79.9B
$1.81M 0.12%
30,386
+1,396
+5% +$92.3K
PFE icon
118
Pfizer
PFE
$153B
$1.8M 0.12%
67,845
+1,563
+2% +$42.4K
VXUS icon
119
Vanguard Total International Stock ETF
VXUS
$163B
$1.78M 0.12%
30,176
-2,115
-7% -$131K
VO icon
120
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.75M 0.12%
26,532
+912
+4% +$61.9K
IBTJ icon
121
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$1.7M 0.12%
79,658
+8,782
+12% +$189K
VUSB icon
122
Vanguard Ultra-Short Bond ETF
VUSB
$9.33B
$1.69M 0.12%
+34,006
New +$1.69M
VCRB icon
123
Vanguard Core Bond ETF
VCRB
$7.51B
$1.68M 0.12%
+22,156
New +$1.71M
MMM icon
124
3M
MMM
$94.3B
$1.6M 0.11%
12,416
– –
GILD icon
125
Gilead Sciences
GILD
$165B
$1.59M 0.11%
17,240
– –
3 4
5
6 7

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Boston Family Office's Q4 2024 Portfolio in Review

As of Q4 2024, Boston Family Office held 286 positions worth $1.46B, down 1.4% from $1.48B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q4 2024 filing shows 10 new, 58 increased, 118 reduced and 12 closed positions. Its largest new stake was Vanguard Core Bond ETF: 22,156 shares worth $1.68M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $3.57M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q4 2024 buy was Vanguard Core Bond ETF: 22,156 shares worth $1.68M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $7.66M increase.
  • Boston Family Office's biggest Q4 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.57M.
  • Boston Family Office fully exited iShares iBonds Dec 2024 Term Treasury ETF in Q4 2024, selling an estimated $1.71M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.46B portfolio in Q4 2024.
  • Boston Family Office opened 10 new positions and closed 12 in Q4 2024.
  • Boston Family Office's portfolio value fell 1.4% quarter-over-quarter to $1.46B.

Based on Boston Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.