BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$945M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$38.4M
3
+$36.5M
4
MSFT icon
Microsoft
MSFT
+$7.74M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.87M

Top Sells

1
+$36.6M
2
+$36.5M
3
+$6.72M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.49M
5
T icon
AT&T
T
+$6.2M

Sector Composition

1 Healthcare 4.48%
2 Technology 4.2%
3 Consumer Discretionary 4.18%
4 Financials 4.12%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.32%
93,471
+1,623
27
$11.7M 1.24%
107,498
+29,525
28
$11.6M 1.23%
59,884
-4,158
29
$10.7M 1.13%
131,622
-12,603
30
$9.89M 1.05%
36,224
+7
31
$9.25M 0.98%
398,218
-32,909
32
$9.21M 0.97%
94,242
-2,462
33
$9.13M 0.97%
92,572
+78,520
34
$8.4M 0.89%
278,561
+9,534
35
$7.69M 0.81%
613,987
-20,919
36
$7.4M 0.78%
180,574
+762
37
$7.33M 0.78%
120,150
+1,198
38
$6.76M 0.72%
127,942
-30,387
39
$6.73M 0.71%
79,220
+52,200
40
$6.6M 0.7%
248,286
-41,550
41
$6.59M 0.7%
60,268
-17,256
42
$6.45M 0.68%
108,206
+98,467
43
$6.34M 0.67%
75,976
-17,672
44
$6.06M 0.64%
79,822
+69,403
45
$5.74M 0.61%
82,588
-24,785
46
$5.59M 0.59%
86,712
-2,814
47
$5.36M 0.57%
+163,942
48
$5.24M 0.55%
59,920
-843
49
$5.24M 0.55%
66,593
+10,047
50
$4.6M 0.49%
33,291
+8,878
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