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
$1.33B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.47M
3
+$7.34M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.55M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$5.05M

Top Sells

1
+$12.6M
2
+$8.58M
3
+$5.84M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.71M
5
MEM icon
Matthews Emerging Markets Equity Active ETF
MEM
+$4.52M

Sector Composition

1 Technology 13.92%
2 Consumer Discretionary 8.61%
3 Communication Services 5.78%
4 Financials 5.72%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.83M 0.14%
66,036
+921
102
$1.82M 0.14%
+92,666
103
$1.82M 0.14%
25,291
+251
104
$1.81M 0.14%
+36,413
105
$1.74M 0.13%
43,929
+1,144
106
$1.72M 0.13%
99,811
-12,069
107
$1.7M 0.13%
24,739
+2,689
108
$1.69M 0.13%
62,696
+15,364
109
$1.68M 0.13%
23,838
+3,566
110
$1.61M 0.12%
32,150
111
$1.57M 0.12%
2,984
+98
112
$1.55M 0.12%
19,847
-784
113
$1.55M 0.12%
33,552
-435
114
$1.53M 0.11%
9,938
+1,420
115
$1.52M 0.11%
78,092
+3,308
116
$1.52M 0.11%
16,832
+4,178
117
$1.51M 0.11%
28,341
-996
118
$1.5M 0.11%
20,783
+23
119
$1.5M 0.11%
76,968
+3,606
120
$1.49M 0.11%
72,024
+3,794
121
$1.46M 0.11%
16,435
-50
122
$1.44M 0.11%
23,052
-3,749
123
$1.43M 0.11%
2,517
-27
124
$1.43M 0.11%
16,616
+572
125
$1.37M 0.1%
9,254
-3
3 4
5
6 7