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
IAU icon
176
iShares Gold Trust
IAU
$61B
$732K 0.05%
12,421
K icon
177
Kellanova
K
$28.9B
$701K 0.05%
8,500
-1,257
NEOG icon
178
Neogen
NEOG
$1.31B
$695K 0.05%
80,211
-8,655
AZO icon
179
AutoZone
AZO
$61.8B
$641K 0.05%
168
+84
AM icon
180
Antero Midstream
AM
$8.38B
$630K 0.04%
35,000
TSM icon
181
TSMC
TSM
$1.58T
$624K 0.04%
3,760
-95
SHEL icon
182
Shell
SHEL
$218B
$623K 0.04%
8,502
VYM icon
183
Vanguard High Dividend Yield ETF
VYM
$65.6B
$611K 0.04%
4,740
SBUX icon
184
Starbucks
SBUX
$96.2B
$606K 0.04%
6,183
-474
DGS icon
185
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.64B
$589K 0.04%
12,192
+398
INOD icon
186
Innodata
INOD
$2.38B
$589K 0.04%
+16,400
PNC icon
187
PNC Financial Services
PNC
$71.9B
$575K 0.04%
3,270
-230
VGIT icon
188
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$568K 0.04%
9,560
+845
WEC icon
189
WEC Energy
WEC
$36.4B
$568K 0.04%
5,213
ALLE icon
190
Allegion
ALLE
$14.3B
$567K 0.04%
4,346
CHD icon
191
Church & Dwight Co
CHD
$20B
$557K 0.04%
5,060
DOV icon
192
Dover
DOV
$25B
$552K 0.04%
3,141
ABB
193
DELISTED
ABB Ltd
ABB
$545K 0.04%
10,450
-86
IJJ icon
194
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.9B
$543K 0.04%
4,536
-1,253
FBND icon
195
Fidelity Total Bond ETF
FBND
$20.9B
$539K 0.04%
11,799
AVY icon
196
Avery Dennison
AVY
$13.7B
$534K 0.04%
3,000
FAST icon
197
Fastenal
FAST
$47.3B
$531K 0.04%
13,700
T icon
198
AT&T
T
$176B
$520K 0.04%
18,396
-85
IWF icon
199
iShares Russell 1000 Growth ETF
IWF
$127B
$507K 0.04%
1,403
PODD icon
200
Insulet
PODD
$22.1B
$499K 0.04%
1,900
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