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
$2.08B
AUM Growth
+$548M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$84.9M
3
+$73.4M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$66.9M
5
IBB icon
iShares Biotechnology ETF
IBB
+$66.8M

Top Sells

1
+$31.8M
2
+$30.5M
3
+$29.6M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$24.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$22M

Sector Composition

1 Healthcare 2.85%
2 Communication Services 1.34%
3 Industrials 1.24%
4 Financials 1.19%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-70,392
177
– –
-4,000
178
– –
-10,034
179
– –
-26,000
4 5 6 7
8