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
$1.21B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.68M
3
+$6.2M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$5.98M
5
BABA icon
Alibaba
BABA
+$5.79M

Top Sells

1
+$13M
2
+$12.4M
3
+$11.5M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.57M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.17M

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 8.92%
3 Financials 5.7%
4 Communication Services 5.34%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$359K 0.03%
+15,445
252
$355K 0.03%
5,886
+338
253
$354K 0.03%
5,550
254
$351K 0.03%
16,400
255
$349K 0.03%
2,410
256
$342K 0.03%
16,125
257
$336K 0.03%
1,689
+525
258
$331K 0.03%
1,143
-5
259
$326K 0.03%
1,842
-12
260
$322K 0.03%
1,626
+33
261
$319K 0.03%
2,496
+75
262
$318K 0.03%
5,525
-14
263
$316K 0.03%
1,241
264
$315K 0.03%
4,792
-37
265
$314K 0.03%
14,992
-57,538
266
$314K 0.03%
4,342
+54
267
$314K 0.03%
1,855
+440
268
$313K 0.03%
4,949
+540
269
$313K 0.03%
6,345
+305
270
$311K 0.03%
14,909
271
$307K 0.03%
1,590
-123
272
$301K 0.02%
4,697
273
$301K 0.02%
+720
274
$300K 0.02%
+5,095
275
$300K 0.02%
627
-1
9 10
11
12 13