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
$853M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$4.07M
3
+$3.19M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$2.76M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$2.76M

Top Sells

1
+$3.34M
2
+$2.8M
3
+$2.74M
4
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$2.27M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$2.27M

Sector Composition

1 Financials 5.38%
2 Healthcare 4.9%
3 Communication Services 4.06%
4 Consumer Discretionary 3.8%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$449K 0.05%
8,750
127
$438K 0.05%
3,069
+5
128
$437K 0.05%
12,714
-19
129
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2,930
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130
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131
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+16,230
132
$410K 0.05%
1,389
133
$394K 0.05%
+8,359
134
$373K 0.04%
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135
$371K 0.04%
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+1
136
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137
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138
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139
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140
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+14,141
141
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3,278
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142
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144
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145
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146
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147
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6,000
148
$307K 0.04%
21,537
149
$305K 0.04%
4,370
150
$299K 0.04%
2,556
+1
4 5
6
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