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
$691M
AUM Growth
-$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.84M
3
+$5.92M
4
AMT icon
American Tower
AMT
+$4.68M
5
MCD icon
McDonald's
MCD
+$4.61M

Top Sells

1
+$151M
2
+$148M
3
+$136M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$136M
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$136M

Sector Composition

1 Healthcare 6.37%
2 Financials 4.29%
3 Communication Services 3.76%
4 Consumer Staples 3.44%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.17M 0.75%
162,675
-3,043
52
$4.96M 0.72%
123,166
-2,728
53
$4.89M 0.71%
159,918
-7,082
54
$4.69M 0.68%
174,951
-55,535
55
$4.68M 0.68%
+50,165
56
$4.67M 0.68%
34,274
+29,550
57
$4.57M 0.66%
39,455
-446,969
58
$4.57M 0.66%
82,538
-780,404
59
$4.54M 0.66%
168,580
-1,887
60
$4.45M 0.64%
+66,560
61
$4.14M 0.6%
19,985
-6,315
62
$4.03M 0.58%
146,669
-3,548
63
$4.01M 0.58%
81,716
-56,967
64
$3.95M 0.57%
71,701
-165,149
65
$3.95M 0.57%
42,582
-33,293
66
$3.63M 0.53%
346,899
+13,819
67
$3.22M 0.47%
59,237
-1,981
68
$3.22M 0.47%
+42,754
69
$3.17M 0.46%
+73,340
70
$3.17M 0.46%
102,845
-4,892,125
71
$2.98M 0.43%
56,594
-7,932
72
$2.55M 0.37%
44,415
-40,503
73
$2.52M 0.36%
37,510
+2,980
74
$2.44M 0.35%
77,984
+1,852
75
$2.12M 0.31%
25,460
-1,268
1 2
3
4 5