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
$691M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.57M
2 +$1.19M

Sector Composition

1 Healthcare 6.37%
2 Financials 4.29%
3 Communication Services 3.76%
4 Consumer Staples 3.44%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$210K 0.03%
4,030
127
$205K 0.03%
1
128
$203K 0.03%
3,772
129
$203K 0.03%
12,600
130
$203K 0.03%
4,442
131
$202K 0.03%
499
132
$31K ﹤0.01%
12,297