BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
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
201
$498K 0.04%
4,750
-300
202
$495K 0.04%
9,450
+190
203
$479K 0.03%
10,589
+43
204
$449K 0.03%
27,381
205
$441K 0.03%
3,841
-127
206
$431K 0.03%
+6,800
207
$424K 0.03%
5,655
-32
208
$415K 0.03%
1,336
209
$413K 0.03%
8,122
-867
210
$403K 0.03%
1,525
211
$402K 0.03%
2,402
+1,052
212
$401K 0.03%
1,081
+45
213
$400K 0.03%
4,999
214
$398K 0.03%
855
215
$384K 0.03%
2,138
216
$384K 0.03%
2,957
+97
217
$382K 0.03%
2,732
218
$374K 0.03%
5,520
-2,150
219
$372K 0.03%
2,741
-451
220
$370K 0.03%
1,004
+13
221
$368K 0.03%
3,394
-1,453
222
$368K 0.03%
3,774
-628
223
$358K 0.03%
7,163
224
$357K 0.03%
+3,462
225
$347K 0.02%
2,934
+521
7 8
9
10 11