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
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.12%
4,684
+540
127
$1.49M 0.12%
22,938
+117
128
$1.42M 0.12%
6,985
+1,450
129
$1.41M 0.12%
3
130
$1.4M 0.12%
6,547
131
$1.4M 0.12%
45,181
132
$1.37M 0.11%
35,070
+200
133
$1.35M 0.11%
14,885
-600
134
$1.35M 0.11%
13,342
135
$1.33M 0.11%
7,676
+2,368
136
$1.28M 0.11%
40,023
-296
137
$1.26M 0.1%
16,228
+1,938
138
$1.25M 0.1%
18,129
139
$1.23M 0.1%
7,041
-1,119
140
$1.2M 0.1%
17,964
-160
141
$1.17M 0.1%
4,375
142
$1.16M 0.1%
24,840
+12,840
143
$1.15M 0.1%
19,728
144
$1.14M 0.09%
8,405
145
$1.1M 0.09%
13,382
-4
146
$1.09M 0.09%
60,284
-1,447
147
$1.08M 0.09%
9,194
148
$1.04M 0.09%
21,942
-150
149
$1.03M 0.09%
23,505
-145
150
$1.01M 0.08%
55,319
+4,252
4 5
6
7 8