BFA
Beacon Financial Advisory Portfolio holdings
AUM
$387M
1-Year Est. Return
15.3%
1 Year Est. Return
+15.3%
AUM
$268M
AUM Growth
+$62.2M
(+30%)
Holding
299
Top Buys
1 | +$4.08M | |
2 | +$2.81M | |
3 | +$1.99M | |
4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.85M |
5 |
United Parcel Service
UPS
|
+$1.43M |
Top Sells
1 | +$842K | |
2 | +$797K | |
3 | +$686K | |
4 |
Emerson Electric
EMR
|
+$678K |
5 |
Intel
INTC
|
+$328K |
Sector Composition
1 | Technology | 9.04% |
2 | Healthcare | 3.86% |
3 | Financials | 3.78% |
4 | Communication Services | 3.38% |
5 | Consumer Discretionary | 3.05% |