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
76
$2.47M 0.19%
4,226
-143
77
$2.32M 0.18%
27,455
-2,822
78
$2.32M 0.18%
24,106
-1,938
79
$2.29M 0.18%
21,090
-1,640
80
$2.27M 0.18%
8,369
-368
81
$2.19M 0.17%
11,106
+68
82
$2.18M 0.17%
26,295
-1,214
83
$2.17M 0.17%
4,442
+106
84
$2.17M 0.17%
42,357
+80
85
$2.14M 0.17%
5,119
+24
86
$2.03M 0.16%
22,136
+18,874
87
$2.01M 0.16%
77,248
-6,944
88
$1.98M 0.15%
8,950
+8
89
$1.93M 0.15%
26,801
+12
90
$1.91M 0.15%
16,044
91
$1.89M 0.15%
11,101
+25
92
$1.88M 0.15%
25,040
+183
93
$1.85M 0.15%
7,029
+885
94
$1.83M 0.14%
111,880
+486
95
$1.8M 0.14%
65,115
-2,229
96
$1.79M 0.14%
8,677
-697
97
$1.75M 0.14%
42,785
+3,409
98
$1.7M 0.13%
8,474
+589
99
$1.69M 0.13%
20,760
-270
100
$1.65M 0.13%
32,399
+692
2 3
4
5 6