BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
This Quarter Return
+4.94%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$1.18B
AUM Growth
+$54.1M
(+4.8%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
28.3%
Holding
367
New
34
Increased
92
Reduced
173
Closed
30
Top Buys
Top Sells
| 1 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$13.5M |
| 2 |
ARK Innovation ETF
ARKK
|
$11.7M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$9.9M |
| 4 |
Vanguard Growth ETF
VUG
|
$9.4M |
| 5 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$8.83M |
Sector Composition
| 1 | Technology | 9.47% |
| 2 | Healthcare | 7.12% |
| 3 | Financials | 6.65% |
| 4 | Consumer Discretionary | 6.65% |
| 5 | Communication Services | 5.8% |
