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
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.32M
3
+$2.14M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.97M
5
NFLX icon
Netflix
NFLX
+$1.52M

Top Sells

1
+$1.6M
2
+$1.45M
3
+$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSX icon
151
Boston Scientific
BSX
$149B
$1.24M 0.08%
11,586
+87
BK icon
152
Bank of New York Mellon
BK
$74.7B
$1.24M 0.08%
13,609
FDX icon
153
FedEx
FDX
$58.9B
$1.24M 0.08%
5,451
-1,778
HOLX icon
154
Hologic
HOLX
$16.5B
$1.24M 0.08%
18,997
STWD icon
155
Starwood Property Trust
STWD
$6.71B
$1.22M 0.08%
60,773
+90
IBM icon
156
IBM
IBM
$288B
$1.18M 0.08%
3,989
-70
EMR icon
157
Emerson Electric
EMR
$76.8B
$1.15M 0.08%
8,644
-125
IBTF icon
158
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.85B
$1.15M 0.08%
49,109
-25,091
IVE icon
159
iShares S&P 500 Value ETF
IVE
$42.4B
$1.12M 0.07%
5,743
STE icon
160
Steris
STE
$23.3B
$1.11M 0.07%
4,629
GATX icon
161
GATX Corp
GATX
$5.65B
$1.04M 0.07%
6,751
-30
LIN icon
162
Linde
LIN
$203B
$1.02M 0.07%
2,173
+1,318
IR icon
163
Ingersoll Rand
IR
$31.7B
$945K 0.06%
11,356
LNG icon
164
Cheniere Energy
LNG
$46.4B
$919K 0.06%
3,775
SHV icon
165
iShares Short Treasury Bond ETF
SHV
$20.7B
$896K 0.06%
8,116
-3,709
BDX icon
166
Becton Dickinson
BDX
$52B
$892K 0.06%
5,177
-470
ROOT icon
167
Root
ROOT
$1.21B
$879K 0.06%
+6,869
JMST icon
168
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$841K 0.06%
16,509
+8,387
INOD icon
169
Innodata
INOD
$2.51B
$840K 0.06%
16,400
HON icon
170
Honeywell
HON
$135B
$835K 0.06%
3,585
FANG icon
171
Diamondback Energy
FANG
$41.6B
$824K 0.05%
6,000
-690
COP icon
172
ConocoPhillips
COP
$110B
$820K 0.05%
9,139
MA icon
173
Mastercard
MA
$501B
$820K 0.05%
1,460
AVGO icon
174
Broadcom
AVGO
$1.82T
$819K 0.05%
2,972
+570
DE icon
175
Deere & Co
DE
$128B
$792K 0.05%
1,558
-95
5 6
7
8 9