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
101
$752K 0.08%
+5,353
102
$746K 0.08%
14,625
-9,173
103
$745K 0.08%
2,984
+1,943
104
$739K 0.08%
21,457
+818
105
$728K 0.08%
8,720
-89
106
$724K 0.08%
10,621
-49,867
107
$709K 0.08%
20,681
+4,295
108
$703K 0.07%
6,923
-1,244
109
$696K 0.07%
12,579
-438
110
$690K 0.07%
6,554
-299
111
$675K 0.07%
5,343
-103
112
$662K 0.07%
15,098
-595
113
$661K 0.07%
12,452
+1,722
114
$657K 0.07%
4,554
115
$652K 0.07%
12,652
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116
$632K 0.07%
1,545
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117
$630K 0.07%
2,879
118
$628K 0.07%
+5,690
119
$611K 0.06%
14,624
+2,736
120
$604K 0.06%
10,820
121
$603K 0.06%
+11,731
122
$594K 0.06%
6,416
-599
123
$581K 0.06%
24,490
124
$580K 0.06%
3,525
+340
125
$569K 0.06%
12,006
+2,262
3 4
5
6 7