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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
101
$1.88M 0.13%
39,510
+166
102
$1.82M 0.12%
36,302
-3,947
103
$1.78M 0.12%
60,001
-275
104
$1.78M 0.12%
10,624
-11
105
$1.75M 0.12%
15,308
-369
106
$1.73M 0.12%
70,103
+52,526
107
$1.73M 0.12%
95,227
+448
108
$1.72M 0.12%
29,235
+8,798
109
$1.72M 0.11%
3,863
+153
110
$1.71M 0.11%
33,870
+911
111
$1.71M 0.11%
108,753
+22,886
112
$1.68M 0.11%
25,269
+1,404
113
$1.67M 0.11%
+24,913
114
$1.62M 0.11%
8,172
-398
115
$1.62M 0.11%
15,212
-171
116
$1.58M 0.11%
6,888
+216
117
$1.58M 0.11%
6,219
+117
118
$1.55M 0.1%
15,113
-3,883
119
$1.54M 0.1%
27,250
-171
120
$1.48M 0.1%
18,096
-4,412
121
$1.48M 0.1%
53,154
-9,987
122
$1.47M 0.1%
9,556
+555
123
$1.47M 0.1%
20,668
-7,889
124
$1.46M 0.1%
15,970
-280
125
$1.46M 0.1%
73,979
-712
3 4
5
6 7