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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.32M
3
+$2.14M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.97M
5
NFLX icon
Netflix
NFLX
+$1.52M

Top Sells

1
+$1.6M
2
+$1.45M
3
+$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
126
3M
MMM
$87.4B
$1.89M 0.13%
12,416
MPWR icon
127
Monolithic Power Systems
MPWR
$52.4B
$1.84M 0.12%
2,514
-105
APH icon
128
Amphenol
APH
$171B
$1.68M 0.11%
17,058
-613
IYW icon
129
iShares US Technology ETF
IYW
$23.7B
$1.68M 0.11%
9,700
VNQ icon
130
Vanguard Real Estate ETF
VNQ
$33.1B
$1.67M 0.11%
18,801
+423
PFE icon
131
Pfizer
PFE
$138B
$1.62M 0.11%
66,647
-695
IBTM icon
132
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$438M
$1.58M 0.1%
68,497
+4,304
NVS icon
133
Novartis
NVS
$236B
$1.56M 0.1%
12,935
AMAT icon
134
Applied Materials
AMAT
$188B
$1.56M 0.1%
8,516
+1,420
IWR icon
135
iShares Russell Mid-Cap ETF
IWR
$44.6B
$1.52M 0.1%
16,570
ACN icon
136
Accenture
ACN
$154B
$1.51M 0.1%
5,059
+479
FSLR icon
137
First Solar
FSLR
$25.9B
$1.51M 0.1%
9,100
+975
AWK icon
138
American Water Works
AWK
$25.4B
$1.5M 0.1%
10,802
+1,793
VGUS
139
Vanguard Ultra-Short Treasury ETF
VGUS
$386M
$1.48M 0.1%
+19,569
TGT icon
140
Target
TGT
$42.8B
$1.38M 0.09%
14,017
-535
IWM icon
141
iShares Russell 2000 ETF
IWM
$70.8B
$1.34M 0.09%
6,203
-170
IGM icon
142
iShares Expanded Tech Sector ETF
IGM
$10.2B
$1.34M 0.09%
11,904
INTU icon
143
Intuit
INTU
$183B
$1.31M 0.09%
1,667
-4
GLW icon
144
Corning
GLW
$72.9B
$1.3M 0.09%
24,910
CMCSA icon
145
Comcast
CMCSA
$105B
$1.28M 0.09%
35,983
-60
IWO icon
146
iShares Russell 2000 Growth ETF
IWO
$13.3B
$1.27M 0.08%
4,441
-160
CAT icon
147
Caterpillar
CAT
$274B
$1.26M 0.08%
3,244
-58
BMY icon
148
Bristol-Myers Squibb
BMY
$86.8B
$1.25M 0.08%
27,117
-2
CRWD icon
149
CrowdStrike
CRWD
$137B
$1.25M 0.08%
2,457
+112
CSCO icon
150
Cisco
CSCO
$282B
$1.25M 0.08%
18,023
-250
4 5
6
7 8