BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
1-Year Return
18.65%
This Quarter Return
+6.71%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$1.02B
AUM Growth
+$14.3M
(+1.4%)
Cap. Flow
-$46.4M
Cap. Flow
% of AUM
-4.57%
Top 10 Holdings %
Top 10 Hldgs %
24.78%
Holding
304
New
32
Increased
122
Reduced
99
Closed
22
Top Buys
| 1 |
Amazon
AMZN
|
$7.81M |
| 2 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
$4.52M |
| 3 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$4.05M |
| 4 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$3.37M |
| 5 |
Azenta
AZTA
|
$3.31M |
Top Sells
| 1 |
Boeing
BA
|
$7.45M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$5.78M |
| 3 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$5.16M |
| 4 |
Dow Inc
DOW
|
$4.61M |
| 5 |
Fidelity MSCI Financials Index ETF
FNCL
|
$4.38M |
Sector Composition
| 1 | Technology | 7.25% |
| 2 | Healthcare | 6.48% |
| 3 | Financials | 6.02% |
| 4 | Consumer Discretionary | 5.86% |
| 5 | Communication Services | 4.41% |
