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
$1.21B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.68M
3
+$6.2M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$5.98M
5
BABA icon
Alibaba
BABA
+$5.79M

Top Sells

1
+$13M
2
+$12.4M
3
+$11.5M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.57M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.17M

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 8.92%
3 Financials 5.7%
4 Communication Services 5.34%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$496K 0.04%
3,540
+18
202
$491K 0.04%
2,128
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203
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5,385
204
$483K 0.04%
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205
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206
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207
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208
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209
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2,100
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211
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212
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213
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12,060
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214
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215
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216
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220
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221
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222
$432K 0.04%
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223
$421K 0.03%
2,047
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224
$421K 0.03%
1,956
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225
$420K 0.03%
4,600
+19
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10 11