BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.7M
3
+$20.5M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$11.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.6M

Top Sells

1
+$72.5M
2
+$5.69M
3
+$4.4M
4
CI icon
Cigna
CI
+$4.39M
5
NKE icon
Nike
NKE
+$3.44M

Sector Composition

1 Technology 14.25%
2 Consumer Discretionary 8.41%
3 Financials 5.58%
4 Communication Services 5.08%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$478K 0.04%
1,618
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202
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208
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216
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224
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2,701
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225
$392K 0.04%
6,623
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10 11