BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$12.5M
3
+$10.2M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$9.49M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$9.36M

Top Sells

1
+$12.1M
2
+$11.7M
3
+$10.3M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$10.2M
5
WGRO
WisdomTree U.S. Growth & Momentum Fund
WGRO
+$8.96M

Sector Composition

1 Technology 11.69%
2 Healthcare 7.48%
3 Consumer Discretionary 6.75%
4 Financials 6.6%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$458K 0.03%
5,669
227
$455K 0.03%
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6,251
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231
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232
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233
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236
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247
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248
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249
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15,483
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250
$386K 0.03%
13,027
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