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
$1.33B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.47M
3
+$7.34M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.55M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$5.05M

Top Sells

1
+$12.6M
2
+$8.58M
3
+$5.84M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.71M
5
MEM icon
Matthews Emerging Markets Equity Active ETF
MEM
+$4.52M

Sector Composition

1 Technology 13.92%
2 Consumer Discretionary 8.61%
3 Communication Services 5.78%
4 Financials 5.72%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$281K 0.02%
5,435
+750
302
$280K 0.02%
3,542
-1,900
303
$279K 0.02%
2,249
-53
304
$273K 0.02%
1,676
+55
305
$272K 0.02%
2,165
-25
306
$269K 0.02%
1,362
+137
307
$268K 0.02%
+1,435
308
$266K 0.02%
4,639
-367
309
$266K 0.02%
3,100
310
$265K 0.02%
3,763
-14
311
$264K 0.02%
3,541
312
$264K 0.02%
2,313
+20
313
$263K 0.02%
560
314
$262K 0.02%
+7,481
315
$261K 0.02%
2,975
-7
316
$259K 0.02%
3,383
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317
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3,189
318
$255K 0.02%
2,540
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319
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+51
320
$253K 0.02%
1,076
-1,350
321
$253K 0.02%
3,868
-67
322
$253K 0.02%
3,087
+119
323
$248K 0.02%
3,414
+139
324
$247K 0.02%
4,798
325
$246K 0.02%
5,158
+2
11 12
13
14 15