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BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$6.94M
3
+$6.23M
4
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$5.44M
5
G icon
Genpact
G
+$3.02M

Top Sells

1
+$12.9M
2
+$5.11M
3
+$3.96M
4
SAMT icon
Strategas Macro Thematic Opportunities ETF
SAMT
+$2.19M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.69M

Sector Composition

1 Technology 14.57%
2 Consumer Discretionary 7.58%
3 Communication Services 6.43%
4 Financials 5.85%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.17M 0.08%
3,391
-467
152
$1.15M 0.08%
31,866
-114
153
$1.14M 0.08%
16,503
-103
154
$1.13M 0.08%
15,650
-2,685
155
$1.12M 0.07%
6,916
+1,549
156
$1.12M 0.07%
9,020
+2,443
157
$1.09M 0.07%
9,221
-298
158
$1.02M 0.07%
8,488
159
$1.01M 0.07%
4,964
+42
160
$990K 0.07%
4,054
+1
161
$973K 0.07%
5,298
-349
162
$971K 0.06%
13,599
-301
163
$967K 0.06%
1,937
-199
164
$950K 0.06%
6,740
-473
165
$941K 0.06%
6,678
-336
166
$929K 0.06%
16,459
+464
167
$918K 0.06%
1,925
-50
168
$914K 0.06%
31,387
-75
169
$903K 0.06%
33,092
-488
170
$899K 0.06%
1,803
+412
171
$887K 0.06%
2,949
-17
172
$881K 0.06%
4,445
+1,003
173
$881K 0.06%
61,837
-454
174
$872K 0.06%
7,013
-21
175
$863K 0.06%
+23,042
5 6
7
8 9