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
$945M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$38.4M
3
+$36.5M
4
MSFT icon
Microsoft
MSFT
+$7.74M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.87M

Top Sells

1
+$36.6M
2
+$36.5M
3
+$6.72M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.49M
5
T icon
AT&T
T
+$6.2M

Sector Composition

1 Healthcare 4.48%
2 Technology 4.2%
3 Consumer Discretionary 4.18%
4 Financials 4.12%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$247K 0.03%
+4,672
177
$244K 0.03%
489
-53
178
$241K 0.03%
6,451
+553
179
$240K 0.03%
+3,570
180
$240K 0.03%
+9,354
181
$239K 0.03%
2,438
-304
182
$239K 0.03%
+2,084
183
$237K 0.03%
4,280
-651
184
$236K 0.03%
+4,020
185
$233K 0.02%
2,342
-5,107
186
$232K 0.02%
+10,320
187
$228K 0.02%
6,000
188
$225K 0.02%
1,445
+6
189
$217K 0.02%
+5,042
190
$217K 0.02%
4,241
191
$214K 0.02%
2,136
192
$213K 0.02%
6,220
193
$212K 0.02%
+5,204
194
$212K 0.02%
9,608
195
$211K 0.02%
2,695
196
$209K 0.02%
1,820
+10
197
$201K 0.02%
+33,920
198
$183K 0.02%
586
+80
199
$178K 0.02%
32,780
200
$124K 0.01%
1,500
6 7
8
9 10