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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.67M
3
+$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
Apple
AAPL
+$1.78M

Sector Composition

1 Technology 25.42%
2 Healthcare 15.21%
3 Industrials 9.5%
4 Financials 9.13%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.44M 0.11%
4,881
127
$1.42M 0.11%
4,053
+189
128
$1.42M 0.11%
6,110
-50
129
$1.41M 0.11%
40,561
-300
130
$1.4M 0.11%
19,598
-249
131
$1.4M 0.11%
17,240
132
$1.37M 0.1%
27,189
-1,135
133
$1.36M 0.1%
26,533
-2,868
134
$1.33M 0.1%
14,596
-843
135
$1.32M 0.1%
13,085
136
$1.28M 0.1%
6,116
-19
137
$1.28M 0.1%
6,387
+275
138
$1.25M 0.09%
13,242
-300
139
$1.24M 0.09%
10,100
140
$1.22M 0.09%
24,333
-178
141
$1.21M 0.09%
29,470
-626
142
$1.21M 0.09%
39,605
-186
143
$1.2M 0.09%
57,112
+1,016
144
$1.16M 0.09%
4,602
+200
145
$1.12M 0.08%
21,297
146
$1.07M 0.08%
9,185
147
$1.03M 0.08%
1,649
-40
148
$1.02M 0.08%
4,629
149
$1M 0.08%
20,194
-880
150
$990K 0.07%
8,682
-2,798
4 5
6
7 8