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
$1.48B
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$6.62M
3
+$1.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$811K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$632K

Top Sells

1
+$6.88M
2
+$4.58M
3
+$1.46M
4
DLTR icon
Dollar Tree
DLTR
+$912K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$789K

Sector Composition

1 Technology 26.06%
2 Healthcare 14.79%
3 Financials 9.55%
4 Industrials 8.84%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.4M 5.04%
319,128
-6,275
2
$58M 3.93%
134,782
-647
3
$46.4M 3.14%
248,861
-656
4
$38.7M 2.62%
140,734
+991
5
$35M 2.37%
209,349
-707
6
$32.9M 2.23%
57,393
-161
7
$32.6M 2.21%
132,203
-116
8
$32.2M 2.18%
135,958
-79
9
$30.5M 2.07%
95,772
-612
10
$30.1M 2.04%
129,482
-143
11
$28.2M 1.91%
61,189
-462
12
$28M 1.89%
174,571
+485
13
$27.1M 1.83%
52,392
+122
14
$26M 1.76%
87,335
-303
15
$25.6M 1.73%
100,317
-534
16
$25.1M 1.7%
91,644
+650
17
$25.1M 1.7%
40,497
+269
18
$24.2M 1.64%
108,615
-331
19
$24.1M 1.63%
284,800
-4,121
20
$22.9M 1.55%
63,259
+157
21
$22.4M 1.52%
60,530
-18,591
22
$22.2M 1.51%
82,844
-213
23
$21.4M 1.45%
38,467
-607
24
$21.4M 1.45%
41,324
+511
25
$20.2M 1.37%
22,626
+168
1
2 3 4 5