BFO
Boston Family Office Portfolio holdings
AUM
$1.51B
1-Year Return
12.61%
This Quarter Return
+11.55%
1 Year Return
+12.61%
3 Year Return
+54.38%
5 Year Return
+90.66%
10 Year Return
+237.26%
AUM
$1.33B
AUM Growth
+$110M
(+9%)
Cap. Flow
-$19.8M
Cap. Flow
% of AUM
-1.49%
Top 10 Holdings %
Top 10 Hldgs %
29.18%
Holding
266
New
13
Increased
58
Reduced
119
Closed
6
Top Buys
| 1 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
$1.68M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.67M |
| 3 |
NextEra Energy, Inc.
NEE
|
$1.58M |
| 4 |
Walt Disney
DIS
|
$1.56M |
| 5 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
$1.43M |
Top Sells
| 1 |
SolarEdge
SEDG
|
$3.01M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.79M |
| 3 |
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
|
$2.54M |
| 4 |
Microsoft
MSFT
|
$2.52M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Caterpillar
CAT
$198B
| $1.44M | 0.11% |
4,881
| – | – |
|
127
Accenture
ACN
$159B
| $1.42M | 0.11% |
4,053
+189
| +5% | +$66.3K |
|
128
Vanguard Mid-Cap ETF
VO
$87.3B
| $1.42M | 0.11% |
6,110
-50
| -0.8% | -$11.6K |
|
129
Weyerhaeuser
WY
$18.9B
| $1.41M | 0.11% |
40,561
-300
| -0.7% | -$10.4K |
|
130
Hologic
HOLX
$14.8B
| $1.4M | 0.11% |
19,598
-249
| -1% | -$17.8K |
|
131
Gilead Sciences
GILD
$143B
| $1.4M | 0.11% |
17,240
| – | – |
|
132
Cisco
CSCO
$264B
| $1.37M | 0.1% |
27,189
-1,135
| -4% | -$57.4K |
|
133
Bristol-Myers Squibb
BMY
$96B
| $1.36M | 0.1% |
26,533
-2,868
| -10% | -$147K |
|
134
3M
MMM
$82.7B
| $1.33M | 0.1% |
14,596
-843
| -5% | -$77K |
|
135
Novartis
NVS
$251B
| $1.32M | 0.1% |
13,085
| – | – |
|
136
Honeywell
HON
$136B
| $1.28M | 0.1% |
6,116
-19
| -0.3% | -$3.99K |
|
137
iShares Russell 2000 ETF
IWM
$67.8B
| $1.28M | 0.1% |
6,387
+275
| +4% | +$55.2K |
|
138
Philip Morris
PM
$251B
| $1.25M | 0.09% |
13,242
-300
| -2% | -$28.2K |
|
139
iShares US Technology ETF
IYW
$23.1B
| $1.24M | 0.09% |
10,100
| – | – |
|
140
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.64B
| $1.22M | 0.09% |
24,333
-178
| -0.7% | -$8.89K |
|
141
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
| $1.21M | 0.09% |
29,470
-626
| -2% | -$25.7K |
|
142
Corning
GLW
$61B
| $1.21M | 0.09% |
39,605
-186
| -0.5% | -$5.66K |
|
143
Starwood Property Trust
STWD
$7.56B
| $1.2M | 0.09% |
57,112
+1,016
| +2% | +$21.3K |
|
144
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $1.16M | 0.09% |
4,602
+200
| +5% | +$50.5K |
|
145
Walmart
WMT
$801B
| $1.12M | 0.08% |
21,297
| – | – |
|
146
ConocoPhillips
COP
$116B
| $1.07M | 0.08% |
9,185
| – | – |
|
147
Intuit
INTU
$188B
| $1.03M | 0.08% |
1,649
-40
| -2% | -$25K |
|
148
Steris
STE
$24.2B
| $1.02M | 0.08% |
4,629
| – | – |
|
149
Amphenol
APH
$135B
| $1M | 0.08% |
20,194
-880
| -4% | -$43.6K |
|
150
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.15B
| $990K | 0.07% |
8,682
-2,798
| -24% | -$319K |
|