BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.52B
1-Year Est. Return
20.43%
This Fund
S&P 500
1 Year Est. Return
+20.43%
AUM
$1B
AUM Growth
+$35.3M
(+3.7%)
Holding
290
Top Buys
| 1 | +$6.71M | |
| 2 | +$4.97M | |
| 3 | +$4M | |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
+$3.37M |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$3.25M |
Top Sells
| 1 | +$4.51M | |
| 2 | +$2.89M | |
| 3 | +$2.65M | |
| 4 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$2.43M |
| 5 |
Fidelity MSCI Real Estate Index ETF
FREL
|
+$2.11M |
Sector Composition
| 1 | Technology | 6.34% |
| 2 | Healthcare | 5.66% |
| 3 | Financials | 5.61% |
| 4 | Consumer Discretionary | 5.07% |
| 5 | Communication Services | 3.91% |