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
201
$99K 0.01%
13,495
+160
202
$95K 0.01%
10,817
203
$90K 0.01%
15,251
204
$71K 0.01%
10,747
205
$5K ﹤0.01%
15,000
206
– –
-1,107,867
207
– –
-4,559
208
– –
-33,263
209
– –
-35,856
210
– –
-97,428
211
– –
-126,240
212
– –
-62,143
213
– –
-85,911
214
– –
-967,547
215
– –
-73,411
216
– –
-68,891
217
– –
-19,541
218
– –
-1,366
219
– –
-5,021
220
– –
-42,937
221
– –
-2,372
222
– –
-18,000
223
– –
-39,190
224
– –
-4,531
225
– –
-49,643
6 7 8
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