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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
$1.3B
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$16.5M
3
+$12.4M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$10.8M
5
ULTR
IQ Ultra Short Duration ETF
ULTR
+$10.7M

Top Sells

1
+$15.9M
2
+$15.4M
3
+$13.9M
4
EBND icon
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$12.4M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$10.3M

Sector Composition

1 Technology 10.58%
2 Healthcare 7.98%
3 Financials 7.1%
4 Consumer Discretionary 6.48%
5 Communication Services 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$249K 0.02%
+4,697
302
$248K 0.02%
5,191
303
$248K 0.02%
9,363
304
$247K 0.02%
5,371
-2,890
305
$246K 0.02%
3,253
+258
306
$246K 0.02%
820
307
$244K 0.02%
1,474
-90
308
$244K 0.02%
+1,970
309
$243K 0.02%
+1,623
310
$242K 0.02%
3,324
-50
311
$238K 0.02%
841
312
$238K 0.02%
1,239
-10
313
$237K 0.02%
+843
314
$236K 0.02%
5,930
315
$232K 0.02%
2,000
316
$232K 0.02%
+547
317
$231K 0.02%
+2,732
318
$231K 0.02%
+2,239
319
$231K 0.02%
+3,487
320
$231K 0.02%
+2,660
321
$230K 0.02%
5,938
322
$230K 0.02%
2,786
-240
323
$229K 0.02%
7,000
324
$228K 0.02%
1,486
-329
325
$228K 0.02%
1,864
-380
11 12
13
14 15