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BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$6.94M
3
+$6.23M
4
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$5.44M
5
G icon
Genpact
G
+$3.02M

Top Sells

1
+$12.9M
2
+$5.11M
3
+$3.96M
4
SAMT icon
Strategas Macro Thematic Opportunities ETF
SAMT
+$2.19M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.69M

Sector Composition

1 Technology 14.57%
2 Consumer Discretionary 7.58%
3 Communication Services 6.43%
4 Financials 5.85%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$386K 0.03%
5,389
+41
277
$385K 0.03%
2,421
-30
278
$384K 0.03%
4,563
-563
279
$383K 0.03%
2,110
280
$382K 0.03%
8,496
+139
281
$379K 0.03%
4,697
282
$378K 0.03%
3,876
+10
283
$376K 0.03%
+2,898
284
$372K 0.02%
1,734
+194
285
$372K 0.02%
4,395
+20
286
$369K 0.02%
3,881
+307
287
$366K 0.02%
1,312
+1
288
$365K 0.02%
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289
$363K 0.02%
2,701
290
$359K 0.02%
8,858
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291
$356K 0.02%
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292
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293
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294
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576
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295
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296
$331K 0.02%
3,308
297
$331K 0.02%
2,134
+157
298
$329K 0.02%
4,983
+24
299
$329K 0.02%
9,590
300
$327K 0.02%
423
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