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

Top Buys

1
+$11.2M
2
+$10.5M
3
+$10.2M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$9.44M
5
AMT icon
American Tower
AMT
+$9.22M

Top Sells

1
+$7.38M
2
+$6.59M
3
+$6.58M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.11M

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
326
$118K 0.01%
13,448
+48
327
$67K 0.01%
10,089
328
$42K ﹤0.01%
700
329
$39K ﹤0.01%
18,608
-10,000
330
$38K ﹤0.01%
1,500
331
$27K ﹤0.01%
+261
332
$10K ﹤0.01%
14,603
+390
333
$5K ﹤0.01%
15,000
334
– –
-871
335
– –
-24,923
336
– –
-5,091
337
– –
-4,199
338
– –
-28,728
339
– –
-31,849
340
– –
-4,706
341
– –
-50,513
342
– –
-19,535
343
– –
-16,620
344
– –
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345
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-6,231
346
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347
– –
-38,338
348
– –
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349
– –
-4,996
350
– –
-858
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