BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
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
101
$2.43M 0.17%
47,769
+1,794
102
$2.4M 0.17%
3
103
$2.37M 0.17%
26,395
-910
104
$2.36M 0.17%
21,206
-191
105
$2.33M 0.17%
30,143
+7,987
106
$2.26M 0.16%
3,928
+1,872
107
$2.24M 0.16%
3,855
-84
108
$2.06M 0.15%
7,962
+1,329
109
$2.04M 0.14%
30,040
-346
110
$2.02M 0.14%
14,417
+410
111
$1.94M 0.14%
31,162
+986
112
$1.93M 0.14%
17,240
113
$1.91M 0.14%
4,449
+44
114
$1.9M 0.13%
37,506
-3,741
115
$1.82M 0.13%
12,416
116
$1.8M 0.13%
82,873
+3,215
117
$1.79M 0.13%
29,470
-2,276
118
$1.77M 0.13%
20,112
-227
119
$1.76M 0.12%
7,229
-1,035
120
$1.74M 0.12%
10,984
+1,000
121
$1.73M 0.12%
74,200
-87,252
122
$1.71M 0.12%
12,913
+3,722
123
$1.71M 0.12%
67,342
-503
124
$1.71M 0.12%
34,197
+191
125
$1.66M 0.12%
18,378
+569
3 4
5
6 7