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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
-1.23%
1 Year Est. Return
+21.07%
3 Year Est. Return
+69.39%
5 Year Est. Return
+83.27%
10 Year Est. Return
+287.33%
AUM
$1.08B
AUM Growth
–
Cap. Flow
+$1.11B
Cap. Flow
% of AUM
102.35%
Top 10 Holdings %
Top 10 Hldgs %
31.38%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Utilities ETF
IDU
|
+$53.2M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$44.3M |
| 3 |
iShares US Industrials ETF
IYJ
|
+$42M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$35.8M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$34.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.93% |
| 2 | Consumer Staples | 2.98% |
| 3 | Healthcare | 2.51% |
| 4 | Industrials | 2.35% |
| 5 | Communication Services | 2.17% |
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Beaumont Financial Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Beaumont Financial Advisors, which disclosed 148 positions worth $1.08B. Its ten largest holdings account for 31% of the portfolio.
Its largest position is iShares US Utilities ETF: 1,089,612 shares worth $51.5M.
By sector, the portfolio is most concentrated in Technology at 3.9% of assets, followed by Consumer Staples and Healthcare.
- Beaumont Financial Advisors's largest Q2 2013 buy was iShares US Utilities ETF: 1,089,612 shares worth $51.5M.
- Beaumont Financial Advisors's ten largest holdings make up 31% of its $1.08B portfolio in Q2 2013.
- Beaumont Financial Advisors disclosed 148 positions in Q2 2013, its first 13F filing on record.
Based on Beaumont Financial Advisors's 13F filing for Q2 2013, filed 8 Aug 2013.