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
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1M 0.08%
19,000
152
$956K 0.08%
3,855
+1,466
153
$933K 0.08%
4,350
154
$904K 0.08%
8,959
-195
155
$896K 0.07%
9,323
-152
156
$886K 0.07%
15,155
+4,854
157
$870K 0.07%
8,769
-1,004
158
$867K 0.07%
12,069
+3,147
159
$855K 0.07%
4,629
160
$832K 0.07%
9,108
161
$821K 0.07%
6,000
162
$816K 0.07%
10,978
-5,414
163
$807K 0.07%
3,875
164
$804K 0.07%
+34,557
165
$804K 0.07%
10,800
166
$794K 0.07%
7,889
+128
167
$786K 0.07%
9,470
-11,364
168
$775K 0.06%
12,634
-3,063
169
$769K 0.06%
16,617
170
$762K 0.06%
9,179
-250
171
$742K 0.06%
16,234
-1,536
172
$738K 0.06%
5,085
173
$696K 0.06%
4,409
-1,470
174
$689K 0.06%
2,993
+1,152
175
$657K 0.05%
6,743
5 6
7
8 9