BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
-$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$9.44M
3
+$8.32M
4
SAMT icon
Strategas Macro Thematic Opportunities ETF
SAMT
+$6.26M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$6.26M

Top Sells

1
+$25.1M
2
+$8.98M
3
+$8.1M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$8.05M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$7.34M

Sector Composition

1 Technology 12.91%
2 Consumer Discretionary 8.18%
3 Financials 6.86%
4 Communication Services 5.23%
5 Healthcare 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
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