BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.53M
3
+$2.5M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Top Sells

1
+$4.31M
2
+$3.1M
3
+$2.28M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.4M

Sector Composition

1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.13M 0.08%
18,273
-165
152
$1.09M 0.08%
5,743
153
$1.09M 0.08%
3,302
+1
154
$1.08M 0.08%
11,904
155
$1.07M 0.08%
6,690
156
$1.05M 0.07%
6,781
-79
157
$1.05M 0.07%
4,629
158
$1.03M 0.07%
7,096
+2,600
159
$1.03M 0.07%
+8,125
160
$1.03M 0.07%
1,671
+325
161
$1.01M 0.07%
4,059
-235
162
$961K 0.07%
8,769
-202
163
$960K 0.07%
9,139
164
$909K 0.06%
11,356
165
$874K 0.06%
6,143
166
$874K 0.06%
3,775
-150
167
$827K 0.06%
2,345
-40
168
$827K 0.06%
13,779
+1,000
169
$800K 0.06%
1,460
170
$793K 0.06%
9,697
-1
171
$776K 0.05%
1,653
+478
172
$774K 0.05%
26,433
-2,468
173
$760K 0.05%
26,655
+426
174
$759K 0.05%
3,585
-2,422
175
$746K 0.05%
7,960
+1,400
5 6
7
8 9