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
$1.13B
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.7M
3
+$10.5M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$9.59M
5
AMT icon
American Tower
AMT
+$8.9M

Top Sells

1
+$7.47M
2
+$6.8M
3
+$6.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.45M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.38M

Sector Composition

1 Technology 9.89%
2 Healthcare 6.73%
3 Consumer Discretionary 6.55%
4 Financials 6.13%
5 Communication Services 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$401K 0.04%
2,383
+168
227
$397K 0.04%
+3,610
228
$396K 0.04%
1,830
+433
229
$391K 0.03%
+2,514
230
$386K 0.03%
6,228
-156
231
$382K 0.03%
18,226
-22,175
232
$381K 0.03%
+13,575
233
$376K 0.03%
3,419
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234
$374K 0.03%
2,921
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235
$372K 0.03%
3,858
+6
236
$369K 0.03%
6,331
-388
237
$365K 0.03%
14,932
+1,328
238
$364K 0.03%
3,097
-3,945
239
$358K 0.03%
1,114
+6
240
$356K 0.03%
5,550
241
$354K 0.03%
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242
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243
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1
244
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+12,769
245
$348K 0.03%
5,353
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246
$340K 0.03%
2,406
+291
247
$336K 0.03%
673
-24
248
$330K 0.03%
1,525
-9
249
$326K 0.03%
4,331
+14
250
$326K 0.03%
2,385
+564
8 9
10
11 12