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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
+0.24%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+258.3%
AUM
$1.46B
AUM Growth
-$20.4M
Cap. Flow
-$4.24M
Cap. Flow %
-0.29%
Top 10 Hldgs %
29.12%
Holding
286
New
10
Increased
58
Reduced
118
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.66M
2
ASML icon
ASML
ASML
+$2.57M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$1.77M
4
MPWR icon
Monolithic Power Systems
MPWR
+$1.73M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.71M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.57M
2
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.71M
3
ROK icon
Rockwell Automation
ROK
+$1.47M
4
BND icon
Vanguard Total Bond Market
BND
+$1.36M
5
ZTS icon
Zoetis
ZTS
+$1.14M

Sector Composition

Rank Sector Weight
1 Technology 27.5%
2 Healthcare 13.12%
3 Financials 10%
4 Industrials 8.44%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
176
Altria Group
MO
$114B
$668K 0.05%
12,779
-587
-4% -$31.3K
DEO icon
177
Diageo
DEO
$53.6B
$642K 0.04%
5,050
– –
IAU icon
178
iShares Gold Trust
IAU
$64.4B
$615K 0.04%
12,421
– –
SBUX icon
179
Starbucks
SBUX
$120B
$607K 0.04%
6,657
+11
+0.2% +$1.06K
VYM icon
180
Vanguard High Dividend Yield ETF
VYM
$83.5B
$605K 0.04%
4,740
– –
CL icon
181
Colgate-Palmolive
CL
$74.4B
$596K 0.04%
6,560
– –
DOV icon
182
Dover
DOV
$28.4B
$589K 0.04%
3,141
– –
DGS icon
183
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
$577K 0.04%
11,794
+857
+8% +$43.8K
ALLE icon
184
Allegion
ALLE
$14.4B
$568K 0.04%
4,346
– –
ABB
185
DELISTED
ABB Ltd
ABB
$566K 0.04%
10,536
– –
IWF icon
186
iShares Russell 1000 Growth ETF
IWF
$128B
$563K 0.04%
5,612
+324
+6% +$31.9K
AVY icon
187
Avery Dennison
AVY
$13.4B
$561K 0.04%
3,000
– –
SHEL icon
188
Shell
SHEL
$245B
$533K 0.04%
8,502
– –
BND icon
189
Vanguard Total Bond Market
BND
$161B
$530K 0.04%
7,367
-18,628
-72% -$1.36M
CHD icon
190
Church & Dwight Co
CHD
$24.5B
$530K 0.04%
5,060
– –
FBND icon
191
Fidelity Total Bond ETF
FBND
$27.3B
$529K 0.04%
11,799
– –
AM icon
192
Antero Midstream
AM
$10.1B
$528K 0.04%
35,000
– –
LEN icon
193
Lennar Class A
LEN
$21.2B
$524K 0.04%
3,968
– –
NFLX icon
194
Netflix
NFLX
$309B
$520K 0.04%
5,830
+2,680
+85% +$221K
VGIT icon
195
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$505K 0.03%
8,715
+858
+11% +$50.4K
DE icon
196
Deere & Co
DE
$168B
$498K 0.03%
1,175
– –
PODD icon
197
Insulet
PODD
$9.79B
$496K 0.03%
1,900
– –
FAST icon
198
Fastenal
FAST
$59.5B
$493K 0.03%
13,700
– –
WEC icon
199
WEC Energy
WEC
$35.1B
$490K 0.03%
5,213
– –
IGSB icon
200
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$479K 0.03%
9,260
-74
-0.8% -$3.85K
6 7
8
9 10

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AAM
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TP
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NSGL
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SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
RG
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CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

Boston Family Office's Q4 2024 Portfolio in Review

As of Q4 2024, Boston Family Office held 286 positions worth $1.46B, down 1.4% from $1.48B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Boston Family Office's Q4 2024 filing shows 10 new, 58 increased, 118 reduced and 12 closed positions. Its largest new stake was Vanguard Core Bond ETF: 22,156 shares worth $1.68M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $3.57M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q4 2024 buy was Vanguard Core Bond ETF: 22,156 shares worth $1.68M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $7.66M increase.
  • Boston Family Office's biggest Q4 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.57M.
  • Boston Family Office fully exited iShares iBonds Dec 2024 Term Treasury ETF in Q4 2024, selling an estimated $1.71M.
  • Boston Family Office's ten largest holdings make up 29% of its $1.46B portfolio in Q4 2024.
  • Boston Family Office opened 10 new positions and closed 12 in Q4 2024.
  • Boston Family Office's portfolio value fell 1.4% quarter-over-quarter to $1.46B.

Based on Boston Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.