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
$1.28B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.17M
3
+$1.73M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$963K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$710K

Top Sells

1
+$13.5M
2
+$6.11M
3
+$3.52M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$2.03M
5
AMT icon
American Tower
AMT
+$1.68M

Sector Composition

1 Technology 14.64%
2 Consumer Discretionary 8.01%
3 Financials 5.57%
4 Communication Services 5.39%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.74M 0.37%
70,255
-62
52
$4.64M 0.36%
39,495
-3,058
53
$4.64M 0.36%
5,229
+173
54
$4.61M 0.36%
27,567
+1,164
55
$4.59M 0.36%
11,330
-105
56
$4.47M 0.35%
25,639
+753
57
$4.31M 0.34%
20,442
+15
58
$3.89M 0.3%
12,865
-678
59
$3.84M 0.3%
38,128
+7,052
60
$3.46M 0.27%
169,828
-7,200
61
$3.46M 0.27%
153,006
62
$3.37M 0.26%
84,999
-496
63
$3.35M 0.26%
19,323
-149
64
$3.14M 0.25%
52,693
-1,411
65
$3.05M 0.24%
10,767
+1,305
66
$2.83M 0.22%
100,000
-3,026
67
$2.83M 0.22%
4,928
+472
68
$2.82M 0.22%
47,588
-690
69
$2.8M 0.22%
10,621
-70
70
$2.75M 0.21%
52,977
-2,160
71
$2.7M 0.21%
23,062
+156
72
$2.67M 0.21%
7,107
+54
73
$2.57M 0.2%
21,955
-290
74
$2.52M 0.2%
27,858
+1,153
75
$2.49M 0.19%
21,926
-2,095
1 2
3
4 5