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BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
-1.74%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+258.3%
AUM
$1.41B
AUM Growth
-$43.8M
Cap. Flow
+$1.23M
Cap. Flow %
0.09%
Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
112
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.99M
2
NFLX icon
Netflix
NFLX
+$3.6M
3
NOW icon
ServiceNow
NOW
+$3.02M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.44M
5
FSLR icon
First Solar
FSLR
+$1.27M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.5M
2
TER icon
Teradyne
TER
+$4.2M
3
CHRW icon
C.H. Robinson
CHRW
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

Rank Sector Weight
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
$53.6B
$498K 0.04%
4,750
-300
-6% -$33.9K
IGSB icon
202
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$495K 0.04%
9,450
+190
+2% +$9.88K
VWO icon
203
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$479K 0.03%
10,589
+43
+0.4% +$1.94K
EBC icon
204
Eastern Bankshares
EBC
$5.23B
$449K 0.03%
27,381
– –
LEN icon
205
Lennar Class A
LEN
$21.2B
$441K 0.03%
3,841
-127
-3% -$15.9K
CARR icon
206
Carrier Global
CARR
$52.8B
$431K 0.03%
+6,800
New +$452K
SYY icon
207
Sysco
SYY
$40.3B
$424K 0.03%
5,655
-32
-0.6% -$2.35K
DUOL icon
208
Duolingo
DUOL
$6.12B
$415K 0.03%
1,336
– –
JMST icon
209
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$413K 0.03%
8,122
-867
-10% -$44.1K
TRV icon
210
Travelers Companies
TRV
$80.2B
$403K 0.03%
1,525
– –
AVGO icon
211
Broadcom
AVGO
$2.04T
$402K 0.03%
2,402
+1,052
+78% +$223K
VUG icon
212
Vanguard Morningstar Growth ETF
VUG
$230B
$401K 0.03%
6,486
+270
+4% +$18.2K
JCI icon
213
Johnson Controls International
JCI
$92.2B
$400K 0.03%
4,999
– –
LIN icon
214
Linde
LIN
$226B
$398K 0.03%
855
– –
TXN icon
215
Texas Instruments
TXN
$261B
$384K 0.03%
2,138
– –
VDE icon
216
Vanguard Energy ETF
VDE
$9.84B
$384K 0.03%
2,957
+97
+3% +$12.2K
BX icon
217
Blackstone
BX
$110B
$382K 0.03%
2,732
– –
CVS icon
218
CVS Health
CVS
$122B
$374K 0.03%
5,520
-2,150
-28% -$129K
SDY icon
219
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$372K 0.03%
2,741
-451
-14% -$60.7K
WAT icon
220
Waters Corp
WAT
$39.9B
$370K 0.03%
1,004
+13
+1% +$5.03K
AEM icon
221
Agnico Eagle Mines
AEM
$90.5B
$368K 0.03%
3,394
-1,453
-30% -$139K
VLTO icon
222
Veralto
VLTO
$24B
$368K 0.03%
3,774
-628
-14% -$62.7K
JMUB icon
223
JPMorgan Municipal ETF
JMUB
$8.51B
$358K 0.03%
7,163
– –
OTIS icon
224
Otis Worldwide
OTIS
$28.2B
$357K 0.03%
+3,462
New +$338K
IEI icon
225
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$347K 0.02%
2,934
+521
+22% +$60.7K
7 8
9
10 11

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AAM
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TP
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NSGL
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SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
RG
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CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

Boston Family Office's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Family Office held 287 positions worth $1.41B, down 3% from $1.46B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q1 2025 filing shows 13 new, 81 increased, 112 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M. The largest sale was Apple, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2025 buy was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $5.99M increase.
  • Boston Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $4.5M.
  • Boston Family Office fully exited Illumina in Q1 2025, selling an estimated $371K.
  • Boston Family Office's ten largest holdings make up 28% of its $1.41B portfolio in Q1 2025.
  • Boston Family Office opened 13 new positions and closed 7 in Q1 2025.
  • Boston Family Office's portfolio value fell 3% quarter-over-quarter to $1.41B.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.