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
$853M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$4.07M
3 +$3.19M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$2.76M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$2.76M

Sector Composition

1 Financials 5.38%
2 Healthcare 4.9%
3 Communication Services 4.06%
4 Consumer Discretionary 3.8%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$299K 0.04%
4,191
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152
$298K 0.03%
1
153
$290K 0.03%
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157
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5,368
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161
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162
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163
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172
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4,241
173
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175
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