BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.83M
3
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1
+$12.3M
2
+$6.49M
3
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVO icon
126
Novo Nordisk
NVO
$169B
$1.89M 0.12%
37,120
+1,447
AWK icon
127
American Water Works
AWK
$27.3B
$1.86M 0.12%
14,243
+626
VNQ icon
128
Vanguard Real Estate ETF
VNQ
$35.7B
$1.79M 0.11%
20,234
+1,318
CLX icon
129
Clorox
CLX
$13.4B
$1.74M 0.11%
17,203
-7,260
VUSB icon
130
Vanguard Ultra-Short Bond ETF
VUSB
$7.98B
$1.68M 0.11%
33,745
-8,749
VZ icon
131
Verizon
VZ
$217B
$1.68M 0.11%
41,260
-13,400
IBTM icon
132
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$529M
$1.67M 0.11%
72,218
+2,893
BMY icon
133
Bristol-Myers Squibb
BMY
$120B
$1.62M 0.1%
30,062
+2,897
PM icon
134
Philip Morris
PM
$272B
$1.62M 0.1%
10,074
-300
IWR icon
135
iShares Russell Mid-Cap ETF
IWR
$47B
$1.61M 0.1%
16,729
+159
SNDK
136
Sandisk
SNDK
$97.7B
$1.6M 0.1%
+6,733
FLEX icon
137
Flex
FLEX
$23.3B
$1.59M 0.1%
26,279
ACN icon
138
Accenture
ACN
$121B
$1.58M 0.1%
5,887
+1,388
IGM icon
139
iShares Expanded Tech Sector ETF
IGM
$8.05B
$1.56M 0.1%
12,059
+155
BK icon
140
Bank of New York Mellon
BK
$80B
$1.55M 0.1%
13,388
-221
PFE icon
141
Pfizer
PFE
$151B
$1.55M 0.1%
62,364
-4,011
IWM icon
142
iShares Russell 2000 ETF
IWM
$69.2B
$1.53M 0.1%
6,236
+33
CRWD icon
143
CrowdStrike
CRWD
$112B
$1.53M 0.1%
3,256
+799
MDLZ icon
144
Mondelez International
MDLZ
$70.4B
$1.49M 0.09%
27,611
-3,944
INTU icon
145
Intuit
INTU
$122B
$1.44M 0.09%
2,175
+508
IWO icon
146
iShares Russell 2000 Growth ETF
IWO
$12.3B
$1.43M 0.09%
4,441
CSCO icon
147
Cisco
CSCO
$309B
$1.41M 0.09%
18,249
+226
FDX icon
148
FedEx
FDX
$82.7B
$1.39M 0.09%
4,798
-600
NVS icon
149
Novartis
NVS
$293B
$1.38M 0.09%
10,035
-2,600
TGT icon
150
Target
TGT
$53.1B
$1.37M 0.09%
14,017
4 5
6
7 8