We are live on ! Find out more
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
$1.38B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.5M
3
+$19.4M
4
OMAH
VistaShares Target 15 Berkshire Select Income ETF
OMAH
+$14.5M
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$12M

Top Sells

1
+$28.2M
2
+$16.2M
3
+$15.3M
4
IOO icon
iShares Global 100 ETF
IOO
+$13.9M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$12.5M

Sector Composition

1 Technology 14.03%
2 Consumer Discretionary 7.74%
3 Financials 6.26%
4 Communication Services 5.68%
5 Healthcare 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$138K 0.01%
36,671
377
$74.6K 0.01%
22,743
378
$19.5K ﹤0.01%
10,700
379
– –
-822
380
– –
-24,500
381
– –
-227,654
382
– –
-1,796
383
– –
-2,448
384
– –
-27,462
385
– –
-24,803
386
– –
-3,967
387
– –
-376,273
388
– –
-144,213
389
– –
-158,788
390
– –
-3,271
391
– –
-1,076
392
– –
-277,800
393
– –
-3,987
394
– –
-3,334
395
– –
-489
396
– –
-91,626
397
– –
-352,496
398
– –
-615
12 13 14 15
16