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
$945M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$38.4M
3
+$36.5M
4
MSFT icon
Microsoft
MSFT
+$7.74M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.87M

Top Sells

1
+$36.6M
2
+$36.5M
3
+$6.72M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.49M
5
T icon
AT&T
T
+$6.2M

Sector Composition

1 Healthcare 4.48%
2 Technology 4.2%
3 Consumer Discretionary 4.18%
4 Financials 4.12%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$368K 0.04%
7,936
+25
152
$366K 0.04%
7,050
153
$362K 0.04%
6,373
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154
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-194
155
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12,010
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156
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2,110
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157
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158
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159
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3,033
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160
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161
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10,775
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162
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1,285
163
$306K 0.03%
6,199
164
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165
$302K 0.03%
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166
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167
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168
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169
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171
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172
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+3,268
173
$249K 0.03%
10,000
174
$248K 0.03%
3,979
175
$247K 0.03%
3,150
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7
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