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
$1.28B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.17M
3
+$1.73M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$963K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$710K

Top Sells

1
+$13.5M
2
+$6.11M
3
+$3.52M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$2.03M
5
AMT icon
American Tower
AMT
+$1.68M

Sector Composition

1 Technology 14.64%
2 Consumer Discretionary 8.01%
3 Financials 5.57%
4 Communication Services 5.39%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.25M 0.1%
5,191
+10
127
$1.21M 0.09%
9,257
-973
128
$1.2M 0.09%
10,103
+32
129
$1.19M 0.09%
24,531
130
$1.16M 0.09%
69,959
-385
131
$1.14M 0.09%
13,627
+73
132
$1.14M 0.09%
23,983
+4,987
133
$1.11M 0.09%
4,735
-1
134
$1.1M 0.09%
31,325
+85
135
$1.1M 0.09%
7,116
+784
136
$1.08M 0.08%
2,544
+56
137
$1.07M 0.08%
16,765
-960
138
$1.06M 0.08%
6,485
+17
139
$1.06M 0.08%
16,824
-364
140
$1.04M 0.08%
2,020
-346
141
$1.04M 0.08%
8,092
+177
142
$1.03M 0.08%
1,764
-68
143
$1.02M 0.08%
12,654
-344
144
$1.01M 0.08%
1,064
+56
145
$1M 0.08%
1,619
-603
146
$992K 0.08%
35,196
-2,844
147
$966K 0.08%
3,920
-638
148
$963K 0.08%
+17,291
149
$958K 0.07%
18,874
+383
150
$957K 0.07%
4,035
4 5
6
7 8