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BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.46B
1-Year Est. Return
21.07%
This Fund
S&P 500
1 Year Est. Return
+21.07%
AUM
$1.28B
AUM Growth
-$57.8M
(-4.3%)
Holding
390
Top Buys
| 1 | +$28.6M | |
| 2 | +$9.44M | |
| 3 | +$8.32M | |
| 4 |
Strategas Macro Thematic Opportunities ETF
SAMT
|
+$6.26M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$6.26M |
Top Sells
| 1 | +$25.1M | |
| 2 | +$8.98M | |
| 3 | +$8.1M | |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$8.05M |
| 5 |
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% |