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
$1.2B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.25M
3
+$960K
4
SHW icon
Sherwin-Williams
SHW
+$956K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$804K

Top Sells

1
+$5.94M
2
+$2.15M
3
+$1.62M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M
5
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
+$1.27M

Sector Composition

1 Technology 22.7%
2 Healthcare 16.85%
3 Financials 8.86%
4 Industrials 8.66%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.5M 4.44%
411,485
-349
2
$37.4M 3.1%
155,740
+92
3
$30.5M 2.53%
146,646
+1,152
4
$30.3M 2.51%
79,145
+314
5
$29.2M 2.42%
140,899
-78
6
$26.5M 2.2%
129,230
-369
7
$25.3M 2.1%
82,159
+201
8
$24.1M 2%
113,887
-680
9
$24M 2%
99,499
-593
10
$22.3M 1.85%
86,470
+861
11
$21.9M 1.82%
261,172
-6,012
12
$21.3M 1.77%
38,761
-1,253
13
$20.5M 1.71%
175,437
-2,568
14
$20.4M 1.7%
66,071
-150
15
$20.3M 1.69%
79,185
+1,919
16
$20.1M 1.67%
121,210
-1,428
17
$19.8M 1.64%
223,070
+528
18
$19.3M 1.6%
175,639
-3,064
19
$19.3M 1.6%
158,409
+3,862
20
$18.7M 1.55%
78,145
-2,864
21
$18.4M 1.52%
42,481
-356
22
$18.2M 1.51%
217,438
+2,752
23
$16.4M 1.36%
92,840
-157
24
$15.9M 1.32%
47,544
-4,845
25
$15.9M 1.32%
109,180
-1,873
1
2 3 4 5