BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
1-Year Return
18.65%
This Quarter Return
+3.02%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$967M
AUM Growth
+$33.9M
(+3.6%)
Cap. Flow
+$8.94M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
25.17%
Holding
263
New
32
Increased
119
Reduced
62
Closed
16
Top Buys
| 1 |
Vanguard Communication Services ETF
VOX
|
$23.1M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$18.1M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$17.7M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$17.7M |
| 5 |
Boeing
BA
|
$5.48M |
Top Sells
Sector Composition
| 1 | Healthcare | 5.83% |
| 2 | Technology | 5.56% |
| 3 | Financials | 5.36% |
| 4 | Consumer Discretionary | 5.01% |
| 5 | Consumer Staples | 3.35% |
