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
$996M
AUM Growth
-$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$15.3M
3
+$13.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$10.6M
5
NEE icon
NextEra Energy
NEE
+$4.01M

Top Sells

1
+$43.5M
2
+$14.7M
3
+$13.1M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$9.38M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$9.22M

Sector Composition

1 Technology 10.53%
2 Healthcare 7.87%
3 Consumer Discretionary 7.42%
4 Financials 5.21%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
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