BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
This Quarter Return
+8.65%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$1.05B
AUM Growth
+$1.05B
(+9.3%)
Cap. Flow
+$46M
Cap. Flow
% of AUM
4.4%
Top 10 Holdings %
Top 10 Hldgs %
27.02%
Holding
319
New
42
Increased
104
Reduced
122
Closed
11
Top Buys
| 1 |
Apple
AAPL
|
$30.3M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$22.3M |
| 3 |
Fidelity MSCI Financials Index ETF
FNCL
|
$8.74M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$8.2M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$7.35M |
Top Sells
Sector Composition
| 1 | Technology | 9.36% |
| 2 | Consumer Discretionary | 7.63% |
| 3 | Healthcare | 7.17% |
| 4 | Financials | 5.54% |
| 5 | Communication Services | 5.07% |
