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BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$6.94M
3
+$6.23M
4
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$5.44M
5
G icon
Genpact
G
+$3.02M

Top Sells

1
+$12.9M
2
+$5.11M
3
+$3.96M
4
SAMT icon
Strategas Macro Thematic Opportunities ETF
SAMT
+$2.19M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.69M

Sector Composition

1 Technology 14.57%
2 Consumer Discretionary 7.58%
3 Communication Services 6.43%
4 Financials 5.85%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.1%
18,205
+757
127
$1.45M 0.1%
+27,737
128
$1.44M 0.1%
73,867
+216
129
$1.42M 0.1%
+55,731
130
$1.41M 0.09%
3,812
+602
131
$1.41M 0.09%
2,361
-56
132
$1.37M 0.09%
4,918
+4
133
$1.35M 0.09%
9,529
+3
134
$1.35M 0.09%
5,914
+16
135
$1.33M 0.09%
27,020
+5,740
136
$1.32M 0.09%
2,716
+557
137
$1.29M 0.09%
13,782
138
$1.27M 0.09%
5,186
+1
139
$1.27M 0.08%
29,972
140
$1.27M 0.08%
27,214
141
$1.26M 0.08%
4,309
+558
142
$1.26M 0.08%
1,082
143
$1.26M 0.08%
8,694
-275
144
$1.24M 0.08%
3,499
-10
145
$1.23M 0.08%
32,520
-1,036
146
$1.22M 0.08%
2,638
147
$1.22M 0.08%
9,383
148
$1.22M 0.08%
26,202
+1,183
149
$1.2M 0.08%
20,011
+461
150
$1.19M 0.08%
4,208
+3
4 5
6
7 8