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BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$17.3M
3
+$13.3M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$12.4M
5
EBND icon
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$10.7M

Top Sells

1
+$13.4M
2
+$13.2M
3
+$9.94M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.39M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$8.88M

Sector Composition

1 Technology 9.47%
2 Healthcare 7.12%
3 Financials 6.65%
4 Consumer Discretionary 6.65%
5 Communication Services 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$342K 0.03%
16,037
-2,625
252
$337K 0.03%
2,848
253
$335K 0.03%
14,506
-19,339
254
$331K 0.03%
+24,694
255
$329K 0.03%
3,575
+352
256
$329K 0.03%
2,093
-2,375
257
$327K 0.03%
7,196
-5,950
258
$326K 0.03%
4,267
-300
259
$324K 0.03%
+17,223
260
$322K 0.03%
4,244
-87
261
$322K 0.03%
10,300
-2,565
262
$320K 0.03%
1,933
+23
263
$319K 0.03%
2,056
-28
264
$317K 0.03%
6,180
265
$313K 0.03%
10,480
266
$309K 0.03%
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-686
267
$306K 0.03%
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268
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269
$305K 0.03%
1,513
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270
$304K 0.03%
5,370
-628
271
$304K 0.03%
1,528
+3
272
$303K 0.03%
6,799
-731
273
$301K 0.03%
1,580
+13
274
$299K 0.03%
2,452
275
$298K 0.03%
+7,668
9 10
11
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