BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.4M
3
+$13.2M
4
MCD icon
McDonald's
MCD
+$12.9M
5
DBEZ icon
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
+$10.2M

Top Sells

1
+$17.1M
2
+$13.2M
3
+$11.8M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$9.84M
5
RTX icon
RTX Corp
RTX
+$9.68M

Sector Composition

1 Healthcare 7.76%
2 Financials 5.26%
3 Consumer Staples 4.43%
4 Consumer Discretionary 3.36%
5 Technology 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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164
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