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BFA

Beaumont Financial Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$6.94M
3
+$6.23M
4
GPZ
VanEck Alternative Asset Manager ETF
GPZ
+$5.44M
5
G icon
Genpact
G
+$3.02M

Top Sells

1
+$12.9M
2
+$5.11M
3
+$3.96M
4
SAMT icon
Strategas Macro Thematic Opportunities ETF
SAMT
+$2.19M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.69M

Sector Composition

1 Technology 14.57%
2 Consumer Discretionary 7.58%
3 Communication Services 6.43%
4 Financials 5.85%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$700K 0.05%
2,938
+2
202
$700K 0.05%
9,523
-207
203
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3,152
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204
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205
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13,308
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206
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207
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9,659
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208
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209
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4,602
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210
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211
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13,070
+3,044
212
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11,243
-2,080
213
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15,456
+1,633
214
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3,678
215
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216
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218
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600
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219
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220
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17,194
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221
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18,013
-113
223
$565K 0.04%
709
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224
$564K 0.04%
4,374
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225
$557K 0.04%
5,550
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9
10 11