BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
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
126
$1.65M 0.12%
27,119
+1,940
127
$1.64M 0.12%
7,402
+730
128
$1.57M 0.11%
79,983
+5,162
129
$1.56M 0.11%
76,758
+4,545
130
$1.52M 0.11%
125,000
131
$1.52M 0.11%
2,619
+5
132
$1.52M 0.11%
14,552
+1,074
133
$1.47M 0.1%
+64,193
134
$1.44M 0.1%
17,000
135
$1.44M 0.1%
12,935
136
$1.43M 0.1%
4,580
+1,459
137
$1.41M 0.1%
16,570
-6,201
138
$1.36M 0.1%
9,700
139
$1.33M 0.09%
36,043
-37,831
140
$1.33M 0.09%
9,009
+1,943
141
$1.31M 0.09%
11,825
+3,148
142
$1.29M 0.09%
5,647
143
$1.27M 0.09%
6,373
+11
144
$1.2M 0.08%
60,683
-221
145
$1.18M 0.08%
4,601
146
$1.17M 0.08%
18,997
147
$1.16M 0.08%
11,499
+2,805
148
$1.16M 0.08%
17,671
-332
149
$1.14M 0.08%
13,609
150
$1.14M 0.08%
24,910
4 5
6
7 8