BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.68M
3
+$6.2M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$5.98M
5
BABA icon
Alibaba
BABA
+$5.79M

Top Sells

1
+$13M
2
+$12.4M
3
+$11.5M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.57M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.17M

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 8.92%
3 Financials 5.7%
4 Communication Services 5.34%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$257K 0.02%
1,483
+2
302
$256K 0.02%
1,317
+4
303
$255K 0.02%
2,534
-114,003
304
$255K 0.02%
5,458
-282
305
$255K 0.02%
3,113
-3,792
306
$253K 0.02%
2,234
-44
307
$253K 0.02%
+2,500
308
$252K 0.02%
1,200
309
$251K 0.02%
4,924
-295
310
$251K 0.02%
3,089
-668
311
$246K 0.02%
5,190
+24
312
$246K 0.02%
4,685
313
$244K 0.02%
+3,368
314
$243K 0.02%
67
315
$241K 0.02%
+3,812
316
$241K 0.02%
2,400
317
$240K 0.02%
2,815
318
$239K 0.02%
2,734
319
$239K 0.02%
1,120
-1
320
$237K 0.02%
2,490
321
$237K 0.02%
+1,833
322
$236K 0.02%
3,100
323
$233K 0.02%
1,755
324
$231K 0.02%
+2,996
325
$230K 0.02%
+3,094
11 12
13
14 15