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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57M 0.11%
70,876
+7,864
127
$1.55M 0.1%
18,997
-437
128
$1.53M 0.1%
10,100
129
$1.49M 0.1%
12,935
130
$1.45M 0.1%
69,665
+4,772
131
$1.45M 0.1%
72,192
+5,027
132
$1.45M 0.1%
17,240
133
$1.42M 0.1%
28,003
-3,552
134
$1.41M 0.1%
6,362
135
$1.39M 0.09%
6,706
+680
136
$1.38M 0.09%
37,000
+12,000
137
$1.3M 0.09%
4,567
-35
138
$1.27M 0.09%
10,493
-972
139
$1.25M 0.08%
24,179
140
$1.2M 0.08%
6,672
141
$1.18M 0.08%
3,346
-34
142
$1.17M 0.08%
2,036
+403
143
$1.15M 0.08%
6,690
+690
144
$1.14M 0.08%
11,904
145
$1.14M 0.08%
55,804
146
$1.13M 0.08%
5,743
+111
147
$1.13M 0.08%
24,910
-93
148
$1.12M 0.08%
4,629
149
$1.12M 0.08%
17,140
-1,576
150
$1.11M 0.08%
11,356
4 5
6
7 8