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
101
$1.65M 0.13%
32,150
-3,888
102
$1.64M 0.13%
20,631
+3,075
103
$1.64M 0.13%
22,477
+1,074
104
$1.61M 0.13%
62,523
-2,944
105
$1.61M 0.13%
16,485
-635
106
$1.6M 0.12%
33,987
107
$1.58M 0.12%
29,337
-19,439
108
$1.48M 0.12%
27,216
+3,175
109
$1.47M 0.12%
74,784
-3,088
110
$1.46M 0.11%
20,272
+1,816
111
$1.45M 0.11%
2,544
+2
112
$1.45M 0.11%
8,518
-97
113
$1.43M 0.11%
73,362
-18,778
114
$1.43M 0.11%
2,886
-769
115
$1.41M 0.11%
68,230
-17,925
116
$1.41M 0.11%
22,050
+1,014
117
$1.4M 0.11%
23,774
-467
118
$1.4M 0.11%
47,332
+255
119
$1.38M 0.11%
11,417
-40
120
$1.38M 0.11%
10,156
-1,025
121
$1.38M 0.11%
9,444
-130
122
$1.37M 0.11%
4,257
-448
123
$1.37M 0.11%
25,971
-1,186
124
$1.35M 0.11%
47,347
-480
125
$1.28M 0.1%
6,202
+18
3 4
5
6 7