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
101
$370K 0.05%
4,730
102
$354K 0.05%
8,019
103
$353K 0.05%
23,480
104
$338K 0.05%
4,700
105
$337K 0.05%
2,644
106
$331K 0.05%
13,983
107
$321K 0.05%
8,284
108
$318K 0.05%
7,677
109
$310K 0.04%
5,506
110
$305K 0.04%
14,349
111
$305K 0.04%
11,854
112
$305K 0.04%
5,894
113
$304K 0.04%
7,622
114
$285K 0.04%
3,318
115
$284K 0.04%
6,782
116
$280K 0.04%
9,570
117
$276K 0.04%
21,537
118
$261K 0.04%
4,000
119
$255K 0.04%
7,708
120
$234K 0.03%
5,967
121
$233K 0.03%
1,830
122
$229K 0.03%
10,000
123
$225K 0.03%
2,688
124
$224K 0.03%
2,599
125
$222K 0.03%
4,001
2 3 4
5
6