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
$1.33B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.67M
3
+$1.58M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.43M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.52M
5
AAPL icon
Apple
AAPL
+$1.78M

Sector Composition

1 Technology 25.42%
2 Healthcare 15.21%
3 Industrials 9.5%
4 Financials 9.13%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.7M 4.86%
335,924
-9,227
2
$52.3M 3.93%
139,061
-6,704
3
$39.9M 3%
262,926
-2,715
4
$36.9M 2.77%
141,748
-2,775
5
$35.3M 2.65%
97,182
-531
6
$35.1M 2.64%
73,821
+1,604
7
$33.1M 2.49%
134,909
-2,461
8
$32.4M 2.43%
139,820
-877
9
$30.4M 2.28%
215,650
-4,755
10
$28.1M 2.11%
130,209
-1,898
11
$25.9M 1.95%
83,457
-1,394
12
$24M 1.8%
91,161
-227
13
$23.1M 1.74%
186,878
-4,902
14
$23M 1.73%
83,911
+1,288
15
$22.3M 1.68%
81,572
+1,171
16
$22.2M 1.67%
62,113
-1,066
17
$22M 1.65%
49,964
+405
18
$21.9M 1.65%
40,218
-1,221
19
$21.8M 1.64%
115,042
+1,477
20
$20.9M 1.57%
35,025
-2,556
21
$20.4M 1.53%
102,753
-2,122
22
$20.4M 1.53%
38,379
+716
23
$18.6M 1.4%
62,135
-242
24
$17.6M 1.33%
162,426
+785
25
$17.2M 1.29%
73,674
-820
1
2 3 4 5