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
76
$1.89M 0.2%
69,018
+3,186
77
$1.84M 0.19%
+35,364
78
$1.67M 0.18%
33,562
+35
79
$1.64M 0.17%
+54,944
80
$1.56M 0.17%
32,862
+1,514
81
$1.47M 0.16%
+44,279
82
$1.37M 0.14%
7,012
+768
83
$1.27M 0.13%
45,570
-5,648
84
$1.26M 0.13%
9,467
+652
85
$1.23M 0.13%
8,712
+3
86
$1.23M 0.13%
15,531
-34
87
$1.19M 0.13%
6,046
88
$1.11M 0.12%
10,660
+2,356
89
$1.09M 0.12%
9,187
+237
90
$968K 0.1%
74,371
-325
91
$965K 0.1%
3,557
-197
92
$956K 0.1%
13,347
-90,598
93
$950K 0.1%
12,176
-303
94
$924K 0.1%
8,377
-599
95
$902K 0.1%
9,726
-2,169
96
$885K 0.09%
2,637
+38
97
$868K 0.09%
16,749
+6,199
98
$859K 0.09%
10,303
+7,161
99
$826K 0.09%
19,055
-101,958
100
$821K 0.09%
7,619
-178
2 3
4
5 6