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BFA

Beacon Financial Advisory Portfolio holdings

AUM $443M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.6M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$410K
3
+$405K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$378K
5
BA icon
Boeing
BA
+$372K

Top Sells

1
+$3.98M
2
+$1.71M
3
+$1.64M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$981K
5
ETN icon
Eaton
ETN
+$770K

Sector Composition

1 Technology 8.09%
2 Healthcare 5.01%
3 Consumer Staples 3.12%
4 Communication Services 2.72%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
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