BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
1-Year Return
18.65%
This Quarter Return
+11.91%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$933M
AUM Growth
+$320M
(+52%)
Cap. Flow
+$253M
Cap. Flow
% of AUM
27.16%
Top 10 Holdings %
Top 10 Hldgs %
25.05%
Holding
245
New
49
Increased
95
Reduced
56
Closed
14
Top Buys
Top Sells
| 1 |
Fidelity MSCI Utilities Index ETF
FUTY
|
$45.6M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$6.23M |
| 3 |
Vanguard Growth ETF
VUG
|
$3.52M |
| 4 |
iShares Agency Bond ETF
AGZ
|
$3.52M |
| 5 |
iShares MSCI Japan Small-Cap ETF
SCJ
|
$2.84M |
Sector Composition
| 1 | Healthcare | 5.78% |
| 2 | Technology | 5.17% |
| 3 | Consumer Discretionary | 4.98% |
| 4 | Financials | 4.64% |
| 5 | Communication Services | 3.14% |
