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
DEO icon
201
Diageo
DEO
$50.5B
$498K 0.04%
4,750
-300
IGSB icon
202
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$495K 0.04%
9,450
+190
VWO icon
203
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$479K 0.03%
10,589
+43
EBC icon
204
Eastern Bankshares
EBC
$3.49B
$449K 0.03%
27,381
LEN icon
205
Lennar Class A
LEN
$31.9B
$441K 0.03%
3,841
-127
CARR icon
206
Carrier Global
CARR
$50.5B
$431K 0.03%
+6,800
SYY icon
207
Sysco
SYY
$35.8B
$424K 0.03%
5,655
-32
DUOL icon
208
Duolingo
DUOL
$12.5B
$415K 0.03%
1,336
JMST icon
209
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$413K 0.03%
8,122
-867
TRV icon
210
Travelers Companies
TRV
$61B
$403K 0.03%
1,525
AVGO icon
211
Broadcom
AVGO
$1.77T
$402K 0.03%
2,402
+1,052
VUG icon
212
Vanguard Growth ETF
VUG
$203B
$401K 0.03%
1,081
+45
JCI icon
213
Johnson Controls International
JCI
$75.8B
$400K 0.03%
4,999
LIN icon
214
Linde
LIN
$203B
$398K 0.03%
855
TXN icon
215
Texas Instruments
TXN
$147B
$384K 0.03%
2,138
VDE icon
216
Vanguard Energy ETF
VDE
$7.25B
$384K 0.03%
2,957
+97
BX icon
217
Blackstone
BX
$118B
$382K 0.03%
2,732
CVS icon
218
CVS Health
CVS
$97.9B
$374K 0.03%
5,520
-2,150
SDY icon
219
SPDR S&P Dividend ETF
SDY
$20.1B
$372K 0.03%
2,741
-451
WAT icon
220
Waters Corp
WAT
$20.8B
$370K 0.03%
1,004
+13
AEM icon
221
Agnico Eagle Mines
AEM
$81.3B
$368K 0.03%
3,394
-1,453
VLTO icon
222
Veralto
VLTO
$24.9B
$368K 0.03%
3,774
-628
JMUB icon
223
JPMorgan Municipal ETF
JMUB
$3.76B
$358K 0.03%
7,163
OTIS icon
224
Otis Worldwide
OTIS
$36.7B
$357K 0.03%
+3,462
IEI icon
225
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$347K 0.02%
2,934
+521
7 8
9
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