BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.32M
3
+$2.14M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.97M
5
NFLX icon
Netflix
NFLX
+$1.52M

Top Sells

1
+$1.6M
2
+$1.45M
3
+$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.18M
5
TER icon
Teradyne
TER
+$1.03M

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSX icon
151
Boston Scientific
BSX
$138B
$1.24M 0.08%
11,586
+87
BK icon
152
Bank of New York Mellon
BK
$82.1B
$1.24M 0.08%
13,609
FDX icon
153
FedEx
FDX
$74.1B
$1.24M 0.08%
5,451
-1,778
HOLX icon
154
Hologic
HOLX
$16.8B
$1.24M 0.08%
18,997
STWD icon
155
Starwood Property Trust
STWD
$6.73B
$1.22M 0.08%
60,773
+90
IBM icon
156
IBM
IBM
$290B
$1.18M 0.08%
3,989
-70
EMR icon
157
Emerson Electric
EMR
$84B
$1.15M 0.08%
8,644
-125
IBTF
158
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.15M 0.08%
49,109
-25,091
IVE icon
159
iShares S&P 500 Value ETF
IVE
$48.8B
$1.12M 0.07%
5,743
STE icon
160
Steris
STE
$25.4B
$1.11M 0.07%
4,629
GATX icon
161
GATX Corp
GATX
$6.37B
$1.04M 0.07%
6,751
-30
LIN icon
162
Linde
LIN
$210B
$1.02M 0.07%
2,173
+1,318
IR icon
163
Ingersoll Rand
IR
$34B
$945K 0.06%
11,356
LNG icon
164
Cheniere Energy
LNG
$45.5B
$919K 0.06%
3,775
SHV icon
165
iShares 0-1 Year Treasury Bond ETF
SHV
$20.1B
$896K 0.06%
8,116
-3,709
BDX icon
166
Becton Dickinson
BDX
$57.4B
$892K 0.06%
5,177
-470
ROOT icon
167
Root
ROOT
$977M
$879K 0.06%
+6,869
JMST icon
168
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.05B
$841K 0.06%
16,509
+8,387
INOD icon
169
Innodata
INOD
$1.94B
$840K 0.06%
16,400
HON icon
170
Honeywell
HON
$143B
$835K 0.06%
3,585
FANG icon
171
Diamondback Energy
FANG
$47.4B
$824K 0.05%
6,000
-690
COP icon
172
ConocoPhillips
COP
$128B
$820K 0.05%
9,139
MA icon
173
Mastercard
MA
$478B
$820K 0.05%
1,460
AVGO icon
174
Broadcom
AVGO
$1.52T
$819K 0.05%
2,972
+570
DE icon
175
Deere & Co
DE
$142B
$792K 0.05%
1,558
-95
5 6
7
8 9