BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$4.97M
3
+$3.93M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.85M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$3.32M

Top Sells

1
+$29.5M
2
+$25.4M
3
+$25.1M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$24.9M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$24.7M

Sector Composition

1 Healthcare 7.75%
2 Consumer Discretionary 6.7%
3 Financials 6.59%
4 Technology 6.27%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
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