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
$1.33B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.47M
3
+$7.34M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.55M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$5.05M

Top Sells

1
+$12.6M
2
+$8.58M
3
+$5.84M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.71M
5
MEM icon
Matthews Emerging Markets Equity Active ETF
MEM
+$4.52M

Sector Composition

1 Technology 13.92%
2 Consumer Discretionary 8.61%
3 Communication Services 5.78%
4 Financials 5.72%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$616K 0.05%
15,647
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202
$609K 0.05%
16,930
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203
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204
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214
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225
$477K 0.04%
15,654
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9
10 11