BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.5B
1-Year Est. Return 22.16%
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$11.3M
3
+$6.69M
4
NEE icon
NextEra Energy
NEE
+$4.78M
5
DKS icon
Dick's Sporting Goods
DKS
+$4.14M

Top Sells

1
+$14.2M
2
+$12.8M
3
+$12.7M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$11.8M
5
DHR icon
Danaher
DHR
+$11.1M

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 8.34%
3 Financials 5.58%
4 Communication Services 5.49%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
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