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BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$6.94M
3
+$6.23M
4
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$5.44M
5
G icon
Genpact
G
+$3.02M

Top Sells

1
+$12.9M
2
+$5.11M
3
+$3.96M
4
SAMT icon
Strategas Macro Thematic Opportunities ETF
SAMT
+$2.19M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.69M

Sector Composition

1 Technology 14.57%
2 Consumer Discretionary 7.58%
3 Communication Services 6.43%
4 Financials 5.85%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.8M 0.19%
8,445
-186
77
$2.8M 0.19%
20,943
-78
78
$2.74M 0.18%
20,451
+803
79
$2.59M 0.17%
34,282
-552
80
$2.57M 0.17%
11,085
-24
81
$2.56M 0.17%
38,086
-1,244
82
$2.42M 0.16%
8,567
-657
83
$2.41M 0.16%
44,827
-5,343
84
$2.41M 0.16%
94,858
-389
85
$2.37M 0.16%
65,000
86
$2.32M 0.16%
3,868
-30
87
$2.32M 0.15%
20,542
-2,954
88
$2.3M 0.15%
71,980
89
$2.23M 0.15%
39,033
+899
90
$2.14M 0.14%
3,757
-32
91
$2.13M 0.14%
4,650
-39
92
$2.12M 0.14%
6,488
+15
93
$2.1M 0.14%
42,198
-93
94
$2.08M 0.14%
12,485
+1,483
95
$2.02M 0.14%
27,548
+48
96
$1.93M 0.13%
43,937
+3
97
$1.92M 0.13%
18,641
+2,066
98
$1.92M 0.13%
25,826
+204
99
$1.91M 0.13%
22,743
+2,574
100
$1.9M 0.13%
24,290
-380
2 3
4
5 6