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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
326
$281K 0.02%
1,756
+1
327
$278K 0.02%
3,409
-4
328
$278K 0.02%
2,914
+24
329
$278K 0.02%
2,320
330
$276K 0.02%
5,790
331
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-243
332
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5,368
333
$273K 0.02%
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334
$272K 0.02%
3,027
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335
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3,136
336
$270K 0.02%
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+50
337
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1,431
+6
338
$266K 0.02%
5,846
339
$266K 0.02%
3,427
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340
$266K 0.02%
3,666
341
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$265K 0.02%
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1,930
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3,275
346
$257K 0.02%
3,081
347
$256K 0.02%
8,187
348
$252K 0.02%
3,772
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349
$250K 0.02%
5,686
-319
350
$250K 0.02%
5,389
-88
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