BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.5B
1-Year Est. Return 22.16%
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$4.68M
3
+$4.02M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.32M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.29M

Top Sells

1
+$4.51M
2
+$2.91M
3
+$2.65M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$2.55M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$2.17M

Sector Composition

1 Technology 6.34%
2 Healthcare 5.66%
3 Financials 5.61%
4 Consumer Discretionary 5.07%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.03%
4,117
227
$275K 0.03%
1,505
+64
228
$269K 0.03%
10,000
229
$267K 0.03%
+2,575
230
$267K 0.03%
1,850
231
$265K 0.03%
5,064
-1,135
232
$265K 0.03%
3,610
233
$264K 0.03%
8,380
234
$255K 0.03%
5,119
+370
235
$252K 0.03%
+3,174
236
$251K 0.03%
1,389
-79
237
$250K 0.02%
+5,826
238
$242K 0.02%
2,988
239
$242K 0.02%
5,848
-710
240
$241K 0.02%
10,480
241
$240K 0.02%
4,241
242
$235K 0.02%
2,344
+21
243
$234K 0.02%
1,900
244
$233K 0.02%
877
+13
245
$233K 0.02%
+1,115
246
$229K 0.02%
5,604
+512
247
$227K 0.02%
946
+1
248
$226K 0.02%
6,552
+422
249
$223K 0.02%
+5,350
250
$218K 0.02%
+7,611
8 9
10
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