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
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.53M
3
+$2.5M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Top Sells

1
+$4.31M
2
+$3.1M
3
+$2.28M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.4M

Sector Composition

1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
126
Bristol-Myers Squibb
BMY
$91B
$1.65M 0.12%
27,119
+1,940
FI icon
127
Fiserv
FI
$36.4B
$1.64M 0.12%
7,402
+730
IBTK icon
128
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$536M
$1.57M 0.11%
79,983
+5,162
IBTL icon
129
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$434M
$1.56M 0.11%
76,758
+4,545
NN icon
130
NextNav
NN
$1.74B
$1.52M 0.11%
125,000
MPWR icon
131
Monolithic Power Systems
MPWR
$52.2B
$1.52M 0.11%
2,619
+5
TGT icon
132
Target
TGT
$42.8B
$1.52M 0.11%
14,552
+1,074
IBTM icon
133
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$438M
$1.47M 0.1%
+64,193
STX icon
134
Seagate
STX
$58.3B
$1.44M 0.1%
17,000
NVS icon
135
Novartis
NVS
$236B
$1.44M 0.1%
12,935
ACN icon
136
Accenture
ACN
$155B
$1.43M 0.1%
4,580
+1,459
IWR icon
137
iShares Russell Mid-Cap ETF
IWR
$44.7B
$1.41M 0.1%
16,570
-6,201
IYW icon
138
iShares US Technology ETF
IYW
$23.5B
$1.36M 0.1%
9,700
CMCSA icon
139
Comcast
CMCSA
$102B
$1.33M 0.09%
36,043
-37,831
AWK icon
140
American Water Works
AWK
$25.1B
$1.33M 0.09%
9,009
+1,943
SHV icon
141
iShares Short Treasury Bond ETF
SHV
$20.7B
$1.31M 0.09%
11,825
+3,148
BDX icon
142
Becton Dickinson
BDX
$51.9B
$1.29M 0.09%
5,647
IWM icon
143
iShares Russell 2000 ETF
IWM
$71.2B
$1.27M 0.09%
6,373
+11
STWD icon
144
Starwood Property Trust
STWD
$6.66B
$1.2M 0.08%
60,683
-221
IWO icon
145
iShares Russell 2000 Growth ETF
IWO
$13.4B
$1.18M 0.08%
4,601
HOLX icon
146
Hologic
HOLX
$16.5B
$1.17M 0.08%
18,997
BSX icon
147
Boston Scientific
BSX
$150B
$1.16M 0.08%
11,499
+2,805
APH icon
148
Amphenol
APH
$171B
$1.16M 0.08%
17,671
-332
BK icon
149
Bank of New York Mellon
BK
$75.7B
$1.14M 0.08%
13,609
GLW icon
150
Corning
GLW
$74.1B
$1.14M 0.08%
24,910
4 5
6
7 8