BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.47M
3
+$7.34M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.55M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$5.05M

Top Sells

1
+$12.6M
2
+$8.58M
3
+$5.84M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.71M
5
MEM icon
Matthews Emerging Markets Equity Active ETF
MEM
+$4.52M

Sector Composition

1 Technology 13.92%
2 Consumer Discretionary 8.61%
3 Communication Services 5.78%
4 Financials 5.72%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-11,002
377
– –
-3,465
378
– –
-27,216
379
– –
-3,604
380
– –
-1,739
381
– –
-1,285
12 13 14 15
16