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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
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.95M
3
+$3.11M
4
SPOT icon
Spotify
SPOT
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.96M

Top Sells

1
+$6.6M
2
+$4.43M
3
+$2.8M
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.16M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M

Sector Composition

1 Technology 21.63%
2 Healthcare 12.8%
3 Financials 9.56%
4 Industrials 9.5%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INOD icon
201
Innodata
INOD
$3.29B
$633K 0.04%
16,400
ALLE icon
202
Allegion
ALLE
$11.5B
$631K 0.04%
4,346
FAST icon
203
Fastenal
FAST
$53.5B
$631K 0.04%
13,600
CB icon
204
Chubb
CB
$127B
$607K 0.04%
1,862
WEC icon
205
WEC Energy
WEC
$37B
$603K 0.04%
+5,211
NXT icon
206
Nextpower Inc
NXT
$18.3B
$599K 0.04%
4,969
IWF icon
207
iShares Russell 1000 Growth ETF
IWF
$126B
$598K 0.04%
5,612
KMB icon
208
Kimberly-Clark
KMB
$34B
$590K 0.04%
6,116
-16
CEF icon
209
Sprott Physical Gold and Silver Trust
CEF
$8.05B
$575K 0.04%
12,056
PNC icon
210
PNC Financial Services
PNC
$95.4B
$573K 0.04%
2,755
-490
FTPA
211
Franklin Pennsylvania Municipal Income ETF
FTPA
$100M
$562K 0.04%
65,516
CHD icon
212
Church & Dwight Co
CHD
$23.1B
$546K 0.04%
5,852
-300
BDX icon
213
Becton Dickinson
BDX
$40.3B
$535K 0.04%
3,400
-623
MAR icon
214
Marriott International
MAR
$106B
$529K 0.04%
1,618
-160
FBND icon
215
Fidelity Total Bond ETF
FBND
$26.2B
$528K 0.04%
11,574
LEN icon
216
Lennar Class A
LEN
$22.2B
$520K 0.03%
5,986
AVY icon
217
Avery Dennison
AVY
$12.2B
$518K 0.03%
3,000
T icon
218
AT&T
T
$164B
$510K 0.03%
17,597
-963
BAC icon
219
Bank of America
BAC
$398B
$503K 0.03%
10,309
+2,288
EBC icon
220
Eastern Bankshares
EBC
$4.46B
$503K 0.03%
25,700
-1,076
VRTX icon
221
Vertex Pharmaceuticals
VRTX
$113B
$498K 0.03%
1,116
+370
CVS icon
222
CVS Health
CVS
$130B
$489K 0.03%
6,815
+3,295
SBUX icon
223
Starbucks
SBUX
$117B
$483K 0.03%
5,388
NTRS icon
224
Northern Trust
NTRS
$32.3B
$478K 0.03%
3,428
-69
AEM icon
225
Agnico Eagle Mines
AEM
$81.3B
$476K 0.03%
2,344
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