BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
1-Year Return
18.65%
This Quarter Return
-10.61%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$793M
AUM Growth
-$224M
(-22%)
Cap. Flow
-$73.9M
Cap. Flow
% of AUM
-9.32%
Top 10 Holdings %
Top 10 Hldgs %
36.63%
Holding
306
New
24
Increased
61
Reduced
125
Closed
71
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$44.8M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$40.2M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$39.3M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$34.6M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$11.7M |
Top Sells
Sector Composition
| 1 | Technology | 8.3% |
| 2 | Healthcare | 7.36% |
| 3 | Consumer Discretionary | 6.41% |
| 4 | Financials | 5.55% |
| 5 | Communication Services | 4.73% |