BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
This Quarter Return
+4.77%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$853M
AUM Growth
+$853M
(+6.5%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
27.73%
Holding
201
New
19
Increased
61
Reduced
82
Closed
13
Top Buys
| 1 |
Fidelity MSCI Energy Index ETF
FENY
|
$20.6M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$4.07M |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$3.19M |
| 4 |
iShares MSCI Hong Kong ETF
EWH
|
$2.76M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$2.76M |
Top Sells
Sector Composition
| 1 | Financials | 5.38% |
| 2 | Healthcare | 4.9% |
| 3 | Communication Services | 4.06% |
| 4 | Consumer Discretionary | 3.8% |
| 5 | Technology | 3.69% |
