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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
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.95M
3
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

1
+$6.6M
2
+$4.43M
3
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSLR icon
126
First Solar
FSLR
$28.7B
$1.79M 0.12%
9,100
QCOM icon
127
Qualcomm
QCOM
$223B
$1.77M 0.12%
13,774
-2,773
MMM icon
128
3M
MMM
$82.6B
$1.76M 0.12%
12,118
IYW icon
129
iShares US Technology ETF
IYW
$24.3B
$1.72M 0.11%
9,500
FLEX icon
130
Flex
FLEX
$54.9B
$1.72M 0.11%
26,279
BIV icon
131
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$1.72M 0.11%
22,248
-3,697
IBTM icon
132
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$541M
$1.71M 0.11%
74,679
+2,461
GEV icon
133
GE Vernova
GEV
$253B
$1.71M 0.11%
1,958
+1,137
FDX icon
134
FedEx
FDX
$80.7B
$1.7M 0.11%
4,768
-30
CLX icon
135
Clorox
CLX
$11.7B
$1.67M 0.11%
16,137
-1,066
PM icon
136
Philip Morris
PM
$287B
$1.62M 0.11%
9,820
-254
NVS icon
137
Novartis
NVS
$292B
$1.62M 0.11%
10,627
+592
IWR icon
138
iShares Russell Mid-Cap ETF
IWR
$55.6B
$1.62M 0.11%
16,623
-106
IBDY icon
139
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.13B
$1.61M 0.11%
+66,187
MDLZ icon
140
Mondelez International
MDLZ
$80.9B
$1.59M 0.11%
27,611
BNY
141
Bank of New York Mellon
BNY
$98.8B
$1.59M 0.11%
13,388
TGT icon
142
Target
TGT
$61.4B
$1.58M 0.11%
13,017
-1,000
TER icon
143
Teradyne
TER
$63.1B
$1.58M 0.1%
5,317
-450
CSCO icon
144
Cisco
CSCO
$477B
$1.57M 0.1%
20,248
+1,999
IWM icon
145
iShares Russell 2000 ETF
IWM
$80.9B
$1.54M 0.1%
6,214
-22
UNH icon
146
UnitedHealth
UNH
$371B
$1.52M 0.1%
5,601
-724
PFE icon
147
Pfizer
PFE
$149B
$1.5M 0.1%
53,537
-8,827
TYL icon
148
Tyler Technologies
TYL
$12.3B
$1.47M 0.1%
4,293
+95
IGM icon
149
iShares Expanded Tech Sector ETF
IGM
$10.6B
$1.43M 0.1%
12,059
IWO icon
150
iShares Russell 2000 Growth ETF
IWO
$14.7B
$1.39M 0.09%
4,441
4 5
6
7 8