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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
+4.77%
1 Year Est. Return
+21.07%
3 Year Est. Return
+69.39%
5 Year Est. Return
+83.27%
10 Year Est. Return
+287.33%
AUM
$853M
AUM Growth
+$52M
(+6.5%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
27.73%
Holding
201
New
19
Increased
59
Reduced
84
Closed
13
Top Buys
| 1 |
Fidelity MSCI Energy Index ETF
FENY
|
+$19.6M |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$3.88M |
| 3 |
State Street SPDR S&P Biotech ETF
XBI
|
+$3.15M |
| 4 |
iShares MSCI Hong Kong ETF
EWH
|
+$2.75M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
+$2.73M |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$3.28M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.8M |
| 3 |
iShares US Home Construction ETF
ITB
|
+$2.74M |
| 4 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
+$2.27M |
| 5 |
First Trust Consumer Staples AlphaDEX Fund
FXG
|
+$2.27M |
Sector Composition
| 1 | Financials | 5.38% |
| 2 | Healthcare | 4.9% |
| 3 | Communication Services | 4.06% |
| 4 | Consumer Discretionary | 3.8% |
| 5 | Technology | 3.69% |
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