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
$1.33B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.47M
3
+$7.34M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.55M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$5.05M

Top Sells

1
+$12.6M
2
+$8.58M
3
+$5.84M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.71M
5
MEM icon
Matthews Emerging Markets Equity Active ETF
MEM
+$4.52M

Sector Composition

1 Technology 13.92%
2 Consumer Discretionary 8.61%
3 Communication Services 5.78%
4 Financials 5.72%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.1%
11,660
+243
127
$1.34M 0.1%
3,316
+428
128
$1.28M 0.1%
9,726
-430
129
$1.26M 0.09%
21,678
-2,096
130
$1.25M 0.09%
9,431
-13
131
$1.23M 0.09%
24,500
-31
132
$1.18M 0.09%
67,516
-2,443
133
$1.17M 0.09%
10,124
+21
134
$1.17M 0.09%
25,755
+1,772
135
$1.15M 0.09%
4,421
+164
136
$1.14M 0.09%
4,752
+17
137
$1.11M 0.08%
23,186
-2,785
138
$1.11M 0.08%
32,162
+837
139
$1.11M 0.08%
5,911
-291
140
$1.09M 0.08%
1,066
+2
141
$1.08M 0.08%
2,547
+3
142
$1.08M 0.08%
5,193
+2
143
$1.08M 0.08%
21,375
+2,501
144
$1.06M 0.08%
16,765
145
$1.05M 0.08%
2,021
+402
146
$1.03M 0.08%
4,297
+262
147
$1.02M 0.08%
13,537
-90
148
$1.02M 0.08%
2,837
+810
149
$1.01M 0.08%
2,022
+2
150
$1M 0.08%
7,869
-223
4 5
6
7 8