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
$1.41B
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
CSCO icon
151
Cisco
CSCO
$287B
$1.13M 0.08%
18,273
-165
IVE icon
152
iShares S&P 500 Value ETF
IVE
$42.2B
$1.09M 0.08%
5,743
CAT icon
153
Caterpillar
CAT
$273B
$1.09M 0.08%
3,302
+1
IGM icon
154
iShares Expanded Tech Sector ETF
IGM
$10B
$1.08M 0.08%
11,904
FANG icon
155
Diamondback Energy
FANG
$41.2B
$1.07M 0.08%
6,690
GATX icon
156
GATX Corp
GATX
$5.64B
$1.05M 0.07%
6,781
-79
STE icon
157
Steris
STE
$23.3B
$1.05M 0.07%
4,629
AMAT icon
158
Applied Materials
AMAT
$185B
$1.03M 0.07%
7,096
+2,600
FSLR icon
159
First Solar
FSLR
$25.1B
$1.03M 0.07%
+8,125
INTU icon
160
Intuit
INTU
$183B
$1.03M 0.07%
1,671
+325
IBM icon
161
IBM
IBM
$290B
$1.01M 0.07%
4,059
-235
EMR icon
162
Emerson Electric
EMR
$77B
$961K 0.07%
8,769
-202
COP icon
163
ConocoPhillips
COP
$110B
$960K 0.07%
9,139
IR icon
164
Ingersoll Rand
IR
$31.3B
$909K 0.06%
11,356
KMB icon
165
Kimberly-Clark
KMB
$39.9B
$874K 0.06%
6,143
LNG icon
166
Cheniere Energy
LNG
$46.5B
$874K 0.06%
3,775
-150
CRWD icon
167
CrowdStrike
CRWD
$135B
$827K 0.06%
2,345
-40
MO icon
168
Altria Group
MO
$96B
$827K 0.06%
13,779
+1,000
MA icon
169
Mastercard
MA
$501B
$800K 0.06%
1,460
EFA icon
170
iShares MSCI EAFE ETF
EFA
$68.3B
$793K 0.06%
9,697
-1
DE icon
171
Deere & Co
DE
$126B
$776K 0.05%
1,653
+478
WY icon
172
Weyerhaeuser
WY
$17B
$774K 0.05%
26,433
-2,468
KMI icon
173
Kinder Morgan
KMI
$58B
$760K 0.05%
26,655
+426
HON icon
174
Honeywell
HON
$127B
$759K 0.05%
3,585
-2,422
CL icon
175
Colgate-Palmolive
CL
$61.8B
$746K 0.05%
7,960
+1,400
5 6
7
8 9