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
$1.28B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.17M
3
+$1.73M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$963K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$710K

Top Sells

1
+$13.5M
2
+$6.11M
3
+$3.52M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$2.03M
5
AMT icon
American Tower
AMT
+$1.68M

Sector Composition

1 Technology 14.64%
2 Consumer Discretionary 8.01%
3 Financials 5.57%
4 Communication Services 5.39%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$222K 0.02%
2,530
327
$221K 0.02%
1,579
-1
328
$221K 0.02%
10,532
+145
329
$218K 0.02%
4,274
-96
330
$216K 0.02%
+1,696
331
$215K 0.02%
974
-227
332
$214K 0.02%
461
-7
333
$213K 0.02%
1,225
+40
334
$212K 0.02%
+3,409
335
$211K 0.02%
611
336
$209K 0.02%
+438
337
$207K 0.02%
+1,033
338
$205K 0.02%
+1,534
339
$201K 0.02%
13,325
+88
340
$200K 0.02%
+1,739
341
$197K 0.02%
10,175
342
$160K 0.01%
22,849
+736
343
$148K 0.01%
15,142
+392
344
$148K 0.01%
36,671
345
$132K 0.01%
11,002
+276
346
$105K 0.01%
12,697
+498
347
$88.2K 0.01%
22,743
348
$60K ﹤0.01%
10,000
349
$19.6K ﹤0.01%
10,700
350
– –
-75
12 13
14
15 16