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
276
$297K 0.02%
3,275
277
$295K 0.02%
3,441
-26
278
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279
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280
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281
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282
$291K 0.02%
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284
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285
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286
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288
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289
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291
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293
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295
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296
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297
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298
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3,385
299
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3,326
300
$257K 0.02%
1,478
10 11
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