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
$615M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$18.1M
3 +$11.8M
4
GE icon
GE Aerospace
GE
+$10.6M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$10.2M

Top Sells

1 +$20M
2 +$13M
3 +$11.5M
4
DBEZ icon
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
+$10.9M
5
MCD icon
McDonald's
MCD
+$10M

Sector Composition

1 Healthcare 7.48%
2 Communication Services 4.33%
3 Energy 4.2%
4 Consumer Staples 3.92%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-191,024
152
-1,665
153
-28,934
154
-83,475
155
-5,463