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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.53M
3
+$2.5M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Top Sells

1
+$4.31M
2
+$3.1M
3
+$2.28M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.4M

Sector Composition

1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
101
Vanguard FTSE Developed Markets ETF
VEA
$180B
$2.43M 0.17%
47,769
+1,794
BRK.A icon
102
Berkshire Hathaway Class A
BRK.A
$1.03T
$2.4M 0.17%
3
MDT icon
103
Medtronic
MDT
$118B
$2.37M 0.17%
26,395
-910
AFL icon
104
Aflac
AFL
$56.5B
$2.36M 0.17%
21,206
-191
VCRB icon
105
Vanguard Core Bond ETF
VCRB
$3.83B
$2.33M 0.17%
30,143
+7,987
META icon
106
Meta Platforms (Facebook)
META
$1.89T
$2.26M 0.16%
3,928
+1,872
TYL icon
107
Tyler Technologies
TYL
$20.7B
$2.24M 0.16%
3,855
-84
VO icon
108
Vanguard Mid-Cap ETF
VO
$88.1B
$2.06M 0.15%
7,962
+1,329
MDLZ icon
109
Mondelez International
MDLZ
$74.9B
$2.04M 0.14%
30,040
-346
ORCL icon
110
Oracle
ORCL
$785B
$2.02M 0.14%
14,417
+410
VXUS icon
111
Vanguard Total International Stock ETF
VXUS
$109B
$1.94M 0.14%
31,162
+986
GILD icon
112
Gilead Sciences
GILD
$147B
$1.93M 0.14%
17,240
SNPS icon
113
Synopsys
SNPS
$84.6B
$1.91M 0.14%
4,449
+44
TFLO icon
114
iShares Treasury Floating Rate Bond ETF
TFLO
$6.61B
$1.9M 0.13%
37,506
-3,741
MMM icon
115
3M
MMM
$87.5B
$1.82M 0.13%
12,416
IBTJ icon
116
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$752M
$1.8M 0.13%
82,873
+3,215
VEU icon
117
Vanguard FTSE All-World ex-US ETF
VEU
$51.7B
$1.79M 0.13%
29,470
-2,276
WMT icon
118
Walmart
WMT
$817B
$1.77M 0.13%
20,112
-227
FDX icon
119
FedEx
FDX
$58.9B
$1.76M 0.12%
7,229
-1,035
PM icon
120
Philip Morris
PM
$228B
$1.74M 0.12%
10,984
+1,000
IBTF icon
121
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.85B
$1.73M 0.12%
74,200
-87,252
RTX icon
122
RTX Corp
RTX
$236B
$1.71M 0.12%
12,913
+3,722
PFE icon
123
Pfizer
PFE
$138B
$1.71M 0.12%
67,342
-503
VUSB icon
124
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
$1.71M 0.12%
34,197
+191
VNQ icon
125
Vanguard Real Estate ETF
VNQ
$33.1B
$1.66M 0.12%
18,378
+569
3 4
5
6 7