BFA
Beaumont Financial Advisors Portfolio holdings
AUM
$1.38B
This Quarter Return
+6.03%
1 Year Return
+18.65%
3 Year Return
+68.43%
5 Year Return
+113.34%
10 Year Return
+259.09%
AUM
$1.22B
AUM Growth
+$1.22B
(+7.9%)
Cap. Flow
+$48.1M
Cap. Flow
% of AUM
3.96%
Top 10 Holdings %
Top 10 Hldgs %
28.85%
Holding
172
New
23
Increased
65
Reduced
47
Closed
24
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$36.9M |
| 2 |
iShares Government/Credit Bond ETF
GBF
|
$24.7M |
| 3 |
iShares MBS ETF
MBB
|
$21.3M |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$21.3M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$21.1M |
Top Sells
| 1 |
iShares US Industrials ETF
IYJ
|
$30.4M |
| 2 |
iShares US Energy ETF
IYE
|
$26.8M |
| 3 |
iShares US Financials ETF
IYF
|
$23.4M |
| 4 |
iShares US Financial Services ETF
IYG
|
$23.3M |
| 5 |
iShares US Transportation ETF
IYT
|
$23.3M |
Sector Composition
| 1 | Technology | 3.57% |
| 2 | Healthcare | 3.25% |
| 3 | Communication Services | 3.1% |
| 4 | Industrials | 2.4% |
| 5 | Financials | 2.14% |
