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

Top Buys

1
+$1.66M
2
+$1.6M
3
+$1.53M
4
NEE icon
NextEra Energy
NEE
+$1.48M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.42M

Top Sells

1
+$2.92M
2
+$2.78M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.39M
5
AAPL icon
Apple
AAPL
+$1.7M

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
+346
155
$915K 0.07%
12,246
-330
156
$905K 0.07%
16,192
-1,218
157
$878K 0.07%
11,356
158
$837K 0.06%
6,479
-1,492
159
$823K 0.06%
8,574
+83
160
$789K 0.06%
18,129
161
$785K 0.06%
8,701
-49
162
$745K 0.06%
4,596
163
$721K 0.05%
5,997
+871
164
$720K 0.05%
13,830
165
$718K 0.05%
12,108
-3,400
166
$706K 0.05%
4,493
-1,401
167
$704K 0.05%
1,650
168
$696K 0.05%
8,273
-50
169
$670K 0.05%
3,925
170
$667K 0.05%
5,054
+996
171
$666K 0.05%
4,914
-7,675
172
$629K 0.05%
15,584
-750
173
$606K 0.05%
3,000
174
$598K 0.05%
9,550
175
$593K 0.04%
1,676
+6
5 6
7
8 9