BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.83M
3
+$2.22M
4
BSX icon
Boston Scientific
BSX
+$1.75M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1
+$12.3M
2
+$6.49M
3
+$5.15M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.47M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 23.77%
2 Healthcare 13.49%
3 Financials 10.34%
4 Industrials 8.81%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STT icon
151
State Street
STT
$33.8B
$1.22M 0.08%
+9,486
IVE icon
152
iShares S&P 500 Value ETF
IVE
$48.1B
$1.22M 0.08%
5,743
STE icon
153
Steris
STE
$21B
$1.17M 0.07%
4,629
AVGO icon
154
Broadcom
AVGO
$1.53T
$1.16M 0.07%
3,342
+495
VSDM
155
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$491M
$1.15M 0.07%
14,989
+5,563
VCRM
156
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.15B
$1.12M 0.07%
+14,829
TER icon
157
Teradyne
TER
$44.8B
$1.12M 0.07%
5,767
-450
EMR icon
158
Emerson Electric
EMR
$74.3B
$1.06M 0.07%
8,006
-250
GATX icon
159
GATX Corp
GATX
$5.98B
$1.05M 0.07%
6,220
-368
IBM icon
160
IBM
IBM
$231B
$1.05M 0.07%
3,530
-100
SHOP icon
161
Shopify
SHOP
$160B
$1.02M 0.06%
6,359
+3,479
STWD icon
162
Starwood Property Trust
STWD
$6.51B
$955K 0.06%
53,005
-6,817
LIN icon
163
Linde
LIN
$229B
$927K 0.06%
2,173
FANG icon
164
Diamondback Energy
FANG
$51.4B
$902K 0.06%
6,000
IR icon
165
Ingersoll Rand
IR
$32.2B
$900K 0.06%
11,356
SHV icon
166
iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
$893K 0.06%
8,109
-7
CMCSA icon
167
Comcast
CMCSA
$109B
$871K 0.06%
29,147
-5,779
MA icon
168
Mastercard
MA
$444B
$869K 0.06%
1,523
+63
COP icon
169
ConocoPhillips
COP
$149B
$856K 0.05%
9,139
INOD icon
170
Innodata
INOD
$1.39B
$836K 0.05%
16,400
JMST icon
171
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.21B
$823K 0.05%
16,165
-344
BDX icon
172
Becton Dickinson
BDX
$45.3B
$781K 0.05%
4,023
-1,026
EFA icon
173
iShares MSCI EAFE ETF
EFA
$71.1B
$778K 0.05%
8,097
ORLY icon
174
O'Reilly Automotive
ORLY
$76.8B
$776K 0.05%
8,506
+1,951
HOLX icon
175
Hologic
HOLX
$16.8B
$775K 0.05%
10,410
-8,587
5 6
7
8 9