BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.5B
1-Year Est. Return 22.16%
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$107M
3
+$99.1M
4
IYR icon
iShares US Real Estate ETF
IYR
+$88.6M
5
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$88.6M

Top Sells

1
+$142M
2
+$58.4M
3
+$45.5M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$44M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$34.8M

Sector Composition

1 Healthcare 1.73%
2 Communication Services 0.98%
3 Energy 0.94%
4 Consumer Staples 0.88%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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