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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.67M
3
+$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
Apple
AAPL
+$1.78M

Sector Composition

1 Technology 25.42%
2 Healthcare 15.21%
3 Industrials 9.5%
4 Financials 9.13%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$979K 0.07%
5,632
152
$946K 0.07%
7,783
-122
153
$930K 0.07%
6,000
154
$922K 0.07%
9,471
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155
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12,246
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156
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16,192
-1,218
157
$878K 0.07%
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158
$837K 0.06%
6,479
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159
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8,574
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160
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161
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162
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4,596
163
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5,997
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164
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13,830
165
$718K 0.05%
12,108
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166
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4,493
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167
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168
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169
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3,925
170
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171
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4,914
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172
$629K 0.05%
15,584
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173
$606K 0.05%
3,000
174
$598K 0.05%
9,550
175
$593K 0.04%
1,676
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