BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
-$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.9M
3
+$11.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.85M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.51M

Top Sells

1
+$14.9M
2
+$13.9M
3
+$13.6M
4
IYW icon
iShares US Technology ETF
IYW
+$13.5M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$12.8M

Sector Composition

1 Healthcare 7.49%
2 Financials 5.2%
3 Consumer Staples 4.23%
4 Technology 3.04%
5 Consumer Discretionary 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
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