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
$1B
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$4.68M
3
+$4.02M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.32M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.29M

Top Sells

1
+$4.51M
2
+$2.91M
3
+$2.65M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$2.55M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$2.17M

Sector Composition

1 Technology 6.34%
2 Healthcare 5.66%
3 Financials 5.61%
4 Consumer Discretionary 5.07%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
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