BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.5B
1-Year Est. Return 22.16%
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1 +$26M
2 +$19.4M
3 +$8.29M
4
UTES icon
Virtus Reaves Utilities ETF
UTES
+$5.34M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.98M

Sector Composition

1 Technology 15.06%
2 Consumer Discretionary 8.24%
3 Communication Services 5.8%
4 Financials 5.45%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-10,399
377
-35,000