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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.57M
2
+$1.19M

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
76
$1.57M 0.23%
24,478
-24,478
77
$1.42M 0.21%
20,266
-17,044
78
$1.38M 0.2%
13,620
79
$1.34M 0.19%
11,596
80
$1.34M 0.19%
61,759
81
$1.21M 0.17%
32,369
82
$858K 0.12%
32,501
83
$855K 0.12%
13,587
84
$846K 0.12%
7,532
85
$783K 0.11%
18,420
86
$733K 0.11%
8,634
87
$564K 0.08%
24,280
88
$536K 0.08%
9,104
89
$524K 0.08%
3,372
90
$518K 0.08%
5,235
91
$516K 0.07%
24,590
92
$460K 0.07%
8,950
93
$431K 0.06%
10,030
94
$411K 0.06%
7,143
95
$405K 0.06%
6,087
96
$395K 0.06%
3,459
97
$395K 0.06%
26,957
98
$395K 0.06%
3,582
99
$395K 0.06%
9,864
100
$381K 0.06%
5,617
2 3
4
5 6