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
276
$285K 0.03%
+11,889
277
$285K 0.03%
+2,452
278
$285K 0.03%
15,600
279
$283K 0.03%
2,047
-8,073
280
$281K 0.02%
+3,223
281
$280K 0.02%
1,202
-158
282
$280K 0.02%
5,195
-1,413
283
$276K 0.02%
5,064
284
$274K 0.02%
+1,567
285
$273K 0.02%
18,006
-13,752
286
$269K 0.02%
8,448
+24
287
$268K 0.02%
1,092
+3
288
$262K 0.02%
10,232
289
$262K 0.02%
3,299
-9,203
290
$260K 0.02%
5,467
-450
291
$255K 0.02%
+2,976
292
$254K 0.02%
+2,335
293
$253K 0.02%
+4,317
294
$253K 0.02%
+1,564
295
$252K 0.02%
1,910
296
$252K 0.02%
4,978
297
$252K 0.02%
2,307
-562
298
$251K 0.02%
5,500
299
$247K 0.02%
2,601
300
$244K 0.02%
+5,476
10 11
12
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