BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
1-Year Return
18.65%
This Quarter Return
+11.96%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$1.13B
AUM Growth
+$79.2M
(+7.6%)
Cap. Flow
-$22.6M
Cap. Flow
% of AUM
-2.01%
Top 10 Holdings %
Top 10 Hldgs %
28.34%
Holding
365
New
57
Increased
90
Reduced
153
Closed
32
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$11.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$10.7M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$10.5M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$9.59M |
| 5 |
American Tower
AMT
|
$8.9M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$7.47M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.8M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$6.74M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$6.45M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$6.38M |
Sector Composition
| 1 | Technology | 9.89% |
| 2 | Healthcare | 6.73% |
| 3 | Consumer Discretionary | 6.55% |
| 4 | Financials | 6.13% |
| 5 | Communication Services | 5.19% |
