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
$731M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.31%
2 Healthcare 5.42%
3 Consumer Discretionary 3.59%
4 Technology 3.48%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-8,830
202
-12,966