BFA

Beacon Financial Advisory Portfolio holdings

AUM $432M
1-Year Est. Return 15.7%
This Quarter Est. Return
1 Year Est. Return
+15.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$704K
3
+$483K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$451K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$360K

Top Sells

1
+$1.45M
2
+$846K
3
+$677K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$657K
5
T icon
AT&T
T
+$503K

Sector Composition

1 Technology 9.81%
2 Healthcare 4.14%
3 Consumer Staples 3.74%
4 Communication Services 3.12%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
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