BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
This Quarter Return
+2.5%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$771M
AUM Growth
+$771M
(+5.5%)
Cap. Flow
+$25M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
28.63%
Holding
199
New
18
Increased
66
Reduced
79
Closed
23
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.68M |
| 2 |
Meta Platforms (Facebook)
META
|
$4.47M |
| 3 |
iShares S&P India Nifty 50 Index Fund
INDY
|
$3.02M |
| 4 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
$2.84M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$2.79M |
Top Sells
| 1 |
Dominion Energy
D
|
$5.77M |
| 2 |
Schlumberger
SLB
|
$4.07M |
| 3 |
PepsiCo
PEP
|
$3.97M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.06M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$2.86M |
Sector Composition
| 1 | Financials | 5.85% |
| 2 | Healthcare | 5.25% |
| 3 | Technology | 3.55% |
| 4 | Consumer Discretionary | 3.54% |
| 5 | Communication Services | 3.52% |
