BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
1-Year Return
18.65%
This Quarter Return
-1.32%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$896M
AUM Growth
+$43.3M
(+5.1%)
Cap. Flow
+$57M
Cap. Flow
% of AUM
6.36%
Top 10 Holdings %
Top 10 Hldgs %
36.23%
Holding
229
New
41
Increased
114
Reduced
38
Closed
23
Top Buys
Top Sells
| 1 |
Fidelity MSCI Utilities Index ETF
FUTY
|
$20.7M |
| 2 |
Fidelity MSCI Real Estate Index ETF
FREL
|
$20.7M |
| 3 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
$20.6M |
| 4 |
Fidelity MSCI Energy Index ETF
FENY
|
$19.2M |
| 5 |
American International
AIG
|
$10.3M |
Sector Composition
| 1 | Healthcare | 4.7% |
| 2 | Communication Services | 4.33% |
| 3 | Financials | 4.24% |
| 4 | Technology | 4.03% |
| 5 | Consumer Discretionary | 3.74% |
