BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$945M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$36.6M
3
+$35.5M
4
MSFT icon
Microsoft
MSFT
+$7.61M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$6.03M

Top Sells

1
+$36.6M
2
+$36.5M
3
+$6.72M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.72M
5
T icon
AT&T
T
+$6.41M

Sector Composition

1 Healthcare 4.48%
2 Technology 4.2%
3 Consumer Discretionary 4.18%
4 Financials 4.12%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,931
227
– –
-235,956
228
– –
-10,579
6 7 8 9
10