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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$490K 0.03%
1,175
+350
202
$489K 0.03%
13,700
203
$487K 0.03%
4,930
204
$475K 0.03%
7,857
+87
205
$468K 0.03%
+28,581
206
$459K 0.03%
9,763
+213
207
$458K 0.03%
8,989
-700
208
$454K 0.03%
5,812
209
$453K 0.03%
3,192
210
$442K 0.03%
1,900
211
$441K 0.03%
9,216
+8
212
$423K 0.03%
2,050
213
$418K 0.03%
2,732
214
$413K 0.03%
18,787
215
$408K 0.03%
855
216
$390K 0.03%
+4,847
217
$388K 0.03%
4,999
218
$381K 0.03%
2,735
219
$377K 0.03%
1,336
220
$367K 0.02%
+7,163
221
$357K 0.02%
+1,525
222
$352K 0.02%
3,272
223
$342K 0.02%
10,217
224
$332K 0.02%
922
+166
225
$324K 0.02%
4,111
-152
7 8
9
10 11