BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
1-Year Return
18.65%
This Quarter Return
+4.21%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$1.41B
AUM Growth
+$193M
(+16%)
Cap. Flow
+$149M
Cap. Flow
% of AUM
10.59%
Top 10 Holdings %
Top 10 Hldgs %
21.46%
Holding
168
New
40
Increased
32
Reduced
66
Closed
8
Top Buys
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$46.3M |
| 2 |
iShares US Industrials ETF
IYJ
|
$45.2M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$39.4M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$30.8M |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$29M |
Sector Composition
| 1 | Healthcare | 4.02% |
| 2 | Financials | 2.25% |
| 3 | Technology | 1.85% |
| 4 | Communication Services | 1.82% |
| 5 | Industrials | 1.73% |
