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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.67M
3
+$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
Apple
AAPL
+$1.78M

Sector Composition

1 Technology 25.42%
2 Healthcare 15.21%
3 Industrials 9.5%
4 Financials 9.13%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$442K 0.03%
5,251
202
$431K 0.03%
3,448
203
$427K 0.03%
5,727
204
$425K 0.03%
5,812
205
$418K 0.03%
18,202
206
$417K 0.03%
4,947
-975
207
$401K 0.03%
1,322
208
$362K 0.03%
9,275
-1,500
209
$358K 0.03%
2,732
210
$353K 0.03%
1,383
211
$351K 0.03%
855
212
$349K 0.03%
2,865
+124
213
$340K 0.03%
2,735
214
$330K 0.02%
825
-50
215
$327K 0.02%
10,485
-3,238
216
$315K 0.02%
18,787
-7,411
217
$314K 0.02%
4,263
218
$306K 0.02%
2,902
219
$303K 0.02%
1,336
220
$302K 0.02%
3,860
221
$295K 0.02%
6,816
+493
222
$288K 0.02%
4,999
223
$282K 0.02%
6,643
+699
224
$280K 0.02%
2,413
225
$268K 0.02%
5,464
-200
7 8
9
10 11