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
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.54M
3
+$6.04M
4
ROP icon
Roper Technologies
ROP
+$2.83M
5
NVDA icon
NVIDIA
NVDA
+$2.56M

Top Sells

1
+$32.3M
2
+$7.26M
3
+$803K
4
ADBE icon
Adobe
ADBE
+$723K
5
IQV icon
IQVIA
IQV
+$718K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
126
3M
MMM
$89.7B
$1.9M 0.12%
12,241
-175
AWK icon
127
American Water Works
AWK
$25.7B
$1.89M 0.12%
13,617
+2,815
IYW icon
128
iShares US Technology ETF
IYW
$20.9B
$1.86M 0.12%
9,500
-200
NN icon
129
NextNav
NN
$2.21B
$1.79M 0.11%
125,000
CAT icon
130
Caterpillar
CAT
$280B
$1.77M 0.11%
3,714
+470
VNQ icon
131
Vanguard Real Estate ETF
VNQ
$33.7B
$1.73M 0.11%
18,916
+115
FISV
132
Fiserv Inc
FISV
$37B
$1.73M 0.11%
13,392
AMAT icon
133
Applied Materials
AMAT
$206B
$1.7M 0.11%
8,316
-200
PFE icon
134
Pfizer
PFE
$147B
$1.69M 0.11%
66,375
-272
PM icon
135
Philip Morris
PM
$239B
$1.68M 0.11%
10,374
-510
NVS icon
136
Novartis
NVS
$254B
$1.61M 0.1%
12,635
-300
IBTM icon
137
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$476M
$1.6M 0.1%
69,325
+828
IWR icon
138
iShares Russell Mid-Cap ETF
IWR
$46.7B
$1.6M 0.1%
16,570
FLEX icon
139
Flex
FLEX
$25.4B
$1.52M 0.1%
26,279
+16,062
IWM icon
140
iShares Russell 2000 ETF
IWM
$73.5B
$1.5M 0.1%
6,203
IGM icon
141
iShares Expanded Tech Sector ETF
IGM
$8.86B
$1.5M 0.1%
11,904
BK icon
142
Bank of New York Mellon
BK
$81.6B
$1.48M 0.09%
13,609
IWO icon
143
iShares Russell 2000 Growth ETF
IWO
$13.6B
$1.42M 0.09%
4,441
HOLX icon
144
Hologic
HOLX
$16.7B
$1.28M 0.08%
18,997
FDX icon
145
FedEx
FDX
$67.1B
$1.27M 0.08%
5,398
-53
INOD icon
146
Innodata
INOD
$1.67B
$1.26M 0.08%
16,400
TGT icon
147
Target
TGT
$44B
$1.26M 0.08%
14,017
CSCO icon
148
Cisco
CSCO
$307B
$1.23M 0.08%
18,023
BMY icon
149
Bristol-Myers Squibb
BMY
$107B
$1.23M 0.08%
27,165
+48
CRWD icon
150
CrowdStrike
CRWD
$127B
$1.21M 0.08%
2,457
4 5
6
7 8