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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
$1.5B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$6.94M
3
+$6.23M
4
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$5.44M
5
G icon
Genpact
G
+$3.02M

Top Sells

1
+$12.9M
2
+$5.11M
3
+$3.96M
4
SAMT icon
Strategas Macro Thematic Opportunities ETF
SAMT
+$2.19M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.69M

Sector Composition

1 Technology 14.57%
2 Consumer Discretionary 7.58%
3 Communication Services 6.43%
4 Financials 5.85%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$325K 0.02%
3,876
-150
302
$319K 0.02%
+444
303
$319K 0.02%
5,164
+1
304
$311K 0.02%
1,439
+15
305
$309K 0.02%
1,494
306
$308K 0.02%
3,100
307
$307K 0.02%
1,006
308
$307K 0.02%
7,036
309
$306K 0.02%
1,611
-150
310
$305K 0.02%
1,121
+10
311
$303K 0.02%
6,180
312
$301K 0.02%
2,296
-4
313
$301K 0.02%
3,586
-76
314
$299K 0.02%
2,197
-2
315
$297K 0.02%
3,877
-690
316
$293K 0.02%
+2,795
317
$291K 0.02%
2,306
-7
318
$289K 0.02%
1,717
319
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2,822
-8
320
$287K 0.02%
+3,124
321
$285K 0.02%
+3,810
322
$284K 0.02%
5,435
323
$284K 0.02%
805
-681
324
$284K 0.02%
+3,386
325
$283K 0.02%
1,253
+355
11 12
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