BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.38B
This Quarter Return
-2.47%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$1.28B
AUM Growth
-$57.8M
Cap. Flow
-$7.14M
Cap. Flow %
-0.56%
Top 10 Hldgs %
31.12%
Holding
390
New
21
Increased
156
Reduced
139
Closed
22
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$405K0.03% 7,610
$403K0.03% 3,660
+683
+23%
+$75.2K
$401K0.03% 2,349
-156
-6%
-$26.7K
$397K0.03% 14,044
+1,091
+8%
+$30.9K
$394K0.03% 901
+73
+9%
+$32K
$392K0.03%
+10,787
New
+$392K
$389K0.03% 2,424
-35
-1%
-$5.62K
$389K0.03% 5,307
+21
+0.4%
+$1.54K
$389K0.03% 3,928
+141
+4%
+$13.9K
$385K0.03% 8,546
$384K0.03% 4,030
$381K0.03% 409
+18
+5%
+$16.8K
$370K0.03% 2,401
-65
-3%
-$10K
$365K0.03% 595
-172
-22%
-$106K
$365K0.03% 5,754
-662
-10%
-$42K
$361K0.03% 6,686
$351K0.03% 3,753
-500
-12%
-$46.8K
$349K0.03% 1,901
+2
+0.1%
+$367
$346K0.03% 1,274
-94
-7%
-$25.6K
$346K0.03% 522
-57
-10%
-$37.8K
$344K0.03% 5,538
-377
-6%
-$23.4K
$342K0.03% 4,334
$336K0.03% 678
$330K0.03% 13,004
-2,240
-15%
-$56.8K
$325K0.03% 1,876
+10
+0.5%
+$1.73K