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
$1.13B
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.7M
3
+$10.5M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$9.59M
5
AMT icon
American Tower
AMT
+$8.9M

Top Sells

1
+$7.47M
2
+$6.8M
3
+$6.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.45M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.38M

Sector Composition

1 Technology 9.89%
2 Healthcare 6.73%
3 Consumer Discretionary 6.55%
4 Financials 6.13%
5 Communication Services 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$240K 0.02%
+2,984
302
$240K 0.02%
+1,510
303
$239K 0.02%
+2,876
304
$237K 0.02%
+6,588
305
$231K 0.02%
+2,028
306
$231K 0.02%
+2,500
307
$230K 0.02%
+202
308
$227K 0.02%
3,205
-125
309
$226K 0.02%
1,110
-112
310
$224K 0.02%
+3,451
311
$223K 0.02%
+1,227
312
$223K 0.02%
+846
313
$222K 0.02%
+2,216
314
$219K 0.02%
12,929
-4,091
315
$219K 0.02%
7,000
316
$212K 0.02%
+584
317
$212K 0.02%
+2,327
318
$208K 0.02%
+1,476
319
$206K 0.02%
+7,004
320
$204K 0.02%
+7,000
321
$202K 0.02%
+5,930
322
$200K 0.02%
+959
323
$200K 0.02%
+1,313
324
$181K 0.02%
15,242
-7,422
325
$174K 0.02%
18,680
+2,250
11 12
13
14 15