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
$1.57B
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.54M
3
+$6.04M
4
ROP icon
Roper Technologies
ROP
+$2.83M
5
NVDA icon
NVIDIA
NVDA
+$2.56M

Top Sells

1
+$32.3M
2
+$7.26M
3
+$803K
4
ADBE icon
Adobe
ADBE
+$723K
5
IQV icon
IQVIA
IQV
+$718K

Sector Composition

1 Technology 25.54%
2 Healthcare 12.96%
3 Financials 10.06%
4 Industrials 8.84%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFA icon
176
iShares MSCI EAFE ETF
EFA
$70B
$756K 0.05%
8,097
HON icon
177
Honeywell
HON
$123B
$755K 0.05%
3,585
ABB
178
DELISTED
ABB Ltd
ABB
$752K 0.05%
10,450
KMI icon
179
Kinder Morgan
KMI
$59.5B
$750K 0.05%
26,505
DGS icon
180
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.62B
$724K 0.05%
12,675
+16
VSDM
181
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$295M
$723K 0.05%
+9,426
ORLY icon
182
O'Reilly Automotive
ORLY
$79.4B
$707K 0.05%
6,555
+75
K
183
DELISTED
Kellanova
K
$692K 0.04%
8,440
DE icon
184
Deere & Co
DE
$131B
$690K 0.04%
1,508
-50
AM icon
185
Antero Midstream
AM
$8.56B
$680K 0.04%
35,000
VUG icon
186
Vanguard Growth ETF
VUG
$201B
$678K 0.04%
1,414
VYM icon
187
Vanguard High Dividend Yield ETF
VYM
$69.1B
$668K 0.04%
4,740
FAST icon
188
Fastenal
FAST
$48.2B
$667K 0.04%
13,600
IBTF icon
189
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.57B
$659K 0.04%
28,188
-20,921
IWF icon
190
iShares Russell 1000 Growth ETF
IWF
$124B
$657K 0.04%
1,403
PNC icon
191
PNC Financial Services
PNC
$82.6B
$657K 0.04%
3,270
WY icon
192
Weyerhaeuser
WY
$16.9B
$655K 0.04%
26,431
-2
CL icon
193
Colgate-Palmolive
CL
$63.1B
$628K 0.04%
7,853
ROOT icon
194
Root
ROOT
$1.26B
$615K 0.04%
6,869
SHEL icon
195
Shell
SHEL
$206B
$602K 0.04%
8,419
WEC icon
196
WEC Energy
WEC
$33.8B
$596K 0.04%
5,213
AZO icon
197
AutoZone
AZO
$57.1B
$588K 0.04%
137
-4
PODD icon
198
Insulet
PODD
$20.8B
$587K 0.04%
1,900
VWO icon
199
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$587K 0.04%
10,828
+11
JCI icon
200
Johnson Controls International
JCI
$70.1B
$550K 0.04%
4,999
6 7
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