BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$4.07M
3 +$3.19M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$2.76M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$2.76M

Sector Composition

1 Financials 5.38%
2 Healthcare 4.9%
3 Communication Services 4.06%
4 Consumer Discretionary 3.8%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$216K 0.03%
1,845
-755
177
$211K 0.02%
10,000
178
$207K 0.02%
1,338
-35
179
$207K 0.02%
1,263
-680
180
$206K 0.02%
+2,069
181
$205K 0.02%
32,780
182
$203K 0.02%
6,874
-1,900
183
$203K 0.02%
1,667
-391
184
$202K 0.02%
2,800
-46,305
185
$202K 0.02%
+2,476
186
$104K 0.01%
10,817
187
$74K 0.01%
10,747
188
$31K ﹤0.01%
833
189
-11,131
190
-24,554
191
-58,961
192
-49,627
193
-83,881
194
-6,949
195
-74,939
196
-22,399
197
-5,681
198
-10,401
199
-19,752
200
-2,500