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
$1.18B
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.3M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$12M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$10.3M

Top Sells

1
+$13.5M
2
+$11.7M
3
+$9.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.4M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$8.83M

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
276
$298K 0.03%
+7,668
277
$298K 0.03%
5,402
+49
278
$297K 0.03%
8,752
-558
279
$296K 0.03%
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280
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281
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5,857
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282
$289K 0.02%
7,792
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283
$288K 0.02%
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284
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1,239
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285
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1,355
286
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9,252
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287
$283K 0.02%
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288
$282K 0.02%
19,060
-24,000
289
$280K 0.02%
6,302
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290
$278K 0.02%
5,436
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291
$273K 0.02%
18,006
292
$273K 0.02%
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293
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294
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5,064
295
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2,953
-31
296
$261K 0.02%
2,004
-43
297
$256K 0.02%
15,600
298
$255K 0.02%
6,596
+8
299
$254K 0.02%
5,500
300
$254K 0.02%
3,076
+200
10 11
12
13 14