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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
351
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-12,012
352
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-46,200
353
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-5,089
354
– –
-37,797
355
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-3,121
356
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-4,702
357
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-25,402
358
– –
-5,016
359
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-8,712
360
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-137,326
361
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-12,363
362
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-9,500
363
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-21,246
364
– –
-165,336
365
– –
-2,755
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