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
51
$4.57M 0.48%
66,002
-2,560
52
$4.32M 0.46%
74,633
-860
53
$4.21M 0.45%
14,365
-140
54
$4.13M 0.44%
39,824
+20,261
55
$3.74M 0.4%
62,916
+9,663
56
$3.69M 0.39%
35,138
-1,353
57
$3.66M 0.39%
33,571
-2,861
58
$3.54M 0.37%
68,218
-4,096
59
$3.43M 0.36%
36,025
+33,022
60
$3.24M 0.34%
+33,652
61
$3.21M 0.34%
41,101
+730
62
$3.17M 0.34%
94,686
+44,244
63
$3.12M 0.33%
+72,156
64
$2.94M 0.31%
289,107
-8,196
65
$2.79M 0.3%
33,729
-455
66
$2.58M 0.27%
23,457
-334
67
$2.13M 0.23%
19,315
+14,337
68
$2.1M 0.22%
42,576
+32,232
69
$1.99M 0.21%
37,949
-18
70
$1.96M 0.21%
+60,506
71
$1.95M 0.21%
60,943
-35,055
72
$1.94M 0.21%
47,270
-1,811
73
$1.93M 0.2%
25,965
-15,865
74
$1.91M 0.2%
61,097
-32,680
75
$1.91M 0.2%
33,956
-19,131
1 2
3
4 5