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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.11M 0.08%
9,199
+1,441
152
$1.09M 0.07%
7,643
153
$1.01M 0.07%
19,023
-3,613
154
$989K 0.07%
9,046
-400
155
$979K 0.07%
28,901
-10,320
156
$978K 0.07%
13,609
157
$971K 0.07%
4,392
-250
158
$962K 0.07%
9,139
-46
159
$937K 0.06%
7,078
+767
160
$936K 0.06%
125,000
161
$929K 0.06%
4,596
162
$891K 0.06%
6,833
-638
163
$868K 0.06%
5,935
+403
164
$836K 0.06%
1,346
165
$811K 0.05%
+9,698
166
$790K 0.05%
1,600
+250
167
$787K 0.05%
9,757
168
$773K 0.05%
6,252
-767
169
$761K 0.05%
8,662
+6,279
170
$729K 0.05%
8,694
+250
171
$720K 0.05%
3,968
+155
172
$709K 0.05%
5,050
173
$706K 0.05%
3,925
174
$695K 0.05%
8,656
-232
175
$682K 0.05%
13,366
-450
5 6
7
8 9