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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
351
$249K 0.02%
3,251
+19
352
$248K 0.02%
2,845
-150
353
$248K 0.02%
1,325
+9
354
$247K 0.02%
7,000
355
$246K 0.02%
11,567
-2,668
356
$246K 0.02%
3,375
357
$243K 0.02%
4,877
-33,008
358
$237K 0.02%
12,524
+284
359
$236K 0.02%
2,130
+35
360
$236K 0.02%
+3,904
361
$236K 0.02%
+5,300
362
$235K 0.02%
1,199
-3
363
$235K 0.02%
1,149
+9
364
$231K 0.02%
+1,379
365
$230K 0.02%
+2,558
366
$230K 0.02%
2,411
-159
367
$229K 0.02%
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$228K 0.02%
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-144
369
$227K 0.02%
1,837
-29
370
$227K 0.02%
1,495
+78
371
$227K 0.02%
11,126
+162
372
$226K 0.02%
2,469
373
$226K 0.02%
+880
374
$224K 0.02%
1,910
375
$224K 0.02%
1,534
13 14
15
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