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
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$657K 0.05%
1,689
-275
177
$642K 0.05%
8,392
+945
178
$630K 0.05%
13,830
-1,015
179
$606K 0.05%
8,633
-216
180
$602K 0.05%
1,730
181
$593K 0.05%
11,356
-334
182
$586K 0.05%
6,622
183
$584K 0.05%
15,398
184
$580K 0.05%
1,870
+50
185
$563K 0.05%
3,697
+325
186
$548K 0.05%
3,030
187
$547K 0.05%
+14,378
188
$542K 0.05%
+8,025
189
$523K 0.04%
4,830
190
$523K 0.04%
+4,205
191
$518K 0.04%
4,409
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192
$506K 0.04%
3,061
193
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1,175
194
$502K 0.04%
16,476
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195
$501K 0.04%
6,912
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196
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6,144
-550
197
$492K 0.04%
5,251
198
$484K 0.04%
8,502
-848
199
$483K 0.04%
4,864
200
$472K 0.04%
4,437
+333
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