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
201
$461K 0.04%
9,254
-2,585
202
$457K 0.04%
4,346
203
$450K 0.04%
4,450
-125
204
$449K 0.04%
4,930
205
$447K 0.04%
2,770
206
$433K 0.04%
3,462
207
$425K 0.04%
3,141
208
$425K 0.04%
12,275
-4,000
209
$416K 0.03%
2,652
+51
210
$398K 0.03%
12,489
-1,500
211
$388K 0.03%
9,550
212
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2,746
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213
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3,535
-1,500
214
$367K 0.03%
12,698
-2,427
215
$351K 0.03%
4,006
216
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-1,552
217
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5,383
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218
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11,699
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219
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1,381
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220
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2,651
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221
$324K 0.03%
13,700
222
$324K 0.03%
5,065
223
$316K 0.03%
19,529
224
$308K 0.03%
7,053
-537
225
$307K 0.03%
16,670
-1,540
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9
10 11