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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
$1.5B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$6.94M
3
+$6.23M
4
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$5.44M
5
G icon
Genpact
G
+$3.02M

Top Sells

1
+$12.9M
2
+$5.11M
3
+$3.96M
4
SAMT icon
Strategas Macro Thematic Opportunities ETF
SAMT
+$2.19M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.69M

Sector Composition

1 Technology 14.57%
2 Consumer Discretionary 7.58%
3 Communication Services 6.43%
4 Financials 5.85%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$223K 0.01%
4,000
377
$219K 0.01%
681
+37
378
$218K 0.01%
4,465
+43
379
$217K 0.01%
+2,641
380
$212K 0.01%
2,040
381
$211K 0.01%
1,010
-25
382
$209K 0.01%
+1,513
383
$208K 0.01%
+845
384
$207K 0.01%
+8,412
385
$206K 0.01%
+1,970
386
$205K 0.01%
749
-548
387
$201K 0.01%
+1,750
388
$200K 0.01%
14,640
+284
389
$178K 0.01%
26,526
+1,183
390
$162K 0.01%
36,671
391
$150K 0.01%
17,133
+545
392
$135K 0.01%
10,578
+273
393
$85.8K 0.01%
20,920
-1,823
394
$29.4K ﹤0.01%
10,700
395
– –
-3,063
396
– –
-68,937
397
– –
-2,118
398
– –
-6,714
399
– –
-10,043
400
– –
-407
13 14 15
16
17