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Home > Institutional Investor > Beaumont Asset Management, L.l.c. > Profile

Instuitional Investor - Beaumont Asset Management, L.l.c.

Fund Profile
Filing Period:
Fund Name: Beaumont Asset Management, L.l.c.
Portfolio Value $141,904,137
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 71,658 $34,226,011 24.11%
2.
Vaneck Etf Trust
 273,445 $23,207,297 16.35%
3.
Vanguard Index Fds
 48,427 $7,239,798 5.1%
4.
Microsoft Corp
 MSFT 17,536 $6,594,379 4.64%
5.
Alphabet Inc.
 GOOG 33,010 $4,611,159 3.24%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)