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
$1.18B
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.1M
3
+$13.3M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$12M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$10.3M

Top Sells

1
+$13.5M
2
+$11.7M
3
+$9.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.4M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$8.83M

Sector Composition

1 Technology 9.47%
2 Healthcare 7.12%
3 Financials 6.65%
4 Consumer Discretionary 6.65%
5 Communication Services 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$472K 0.04%
1,233
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202
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13,974
203
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204
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205
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207
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208
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214
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216
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221
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222
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224
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6,235
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225
$399K 0.03%
1,111
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