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
251
$324K 0.03%
3,610
252
$321K 0.03%
6,180
253
$321K 0.03%
+1,647
254
$320K 0.03%
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255
$317K 0.03%
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-206,293
256
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1,140
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257
$308K 0.03%
+2,084
258
$307K 0.03%
4,495
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259
$303K 0.03%
4,898
-13,357
260
$303K 0.03%
1,355
261
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4,884
-13,380
262
$301K 0.03%
9,310
-1,961
263
$301K 0.03%
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264
$301K 0.03%
5,998
-2,447
265
$301K 0.03%
10,606
-2,462
266
$301K 0.03%
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268
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7,530
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269
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3,824
-1,413
270
$301K 0.03%
7,254
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271
$299K 0.03%
5,797
272
$299K 0.03%
10,480
273
$297K 0.03%
9,669
-207,698
274
$294K 0.03%
+1,248
275
$291K 0.03%
6,512
-1,335
9 10
11
12 13