BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $249M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.57M
3
+$6.82M
4
MSFT icon
Microsoft
MSFT
+$6.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.79%
2 Communication Services 14.71%
3 Financials 14.62%
4 Consumer Discretionary 10.03%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.32%
+22,062
27
$1.34M 1.31%
+557
28
$1.3M 1.27%
+3,139
29
$1.26M 1.24%
+13,597
30
$1.11M 1.09%
+5,177
31
$1.03M 1.01%
+3,838
32
$1.02M 1%
+6,140
33
$992K 0.97%
+22,948
34
$988K 0.97%
+6,650
35
$923K 0.9%
+4,893
36
$876K 0.86%
+10,066
37
$863K 0.84%
+5,275
38
$713K 0.7%
+578
39
$674K 0.66%
+2,735
40
$545K 0.53%
+9,261
41
$520K 0.51%
+2,494
42
$475K 0.46%
+15,874
43
$429K 0.42%
+1,208
44
$316K 0.31%
+1,568
45
$292K 0.29%
+5,802
46
$267K 0.26%
+1,688
47
$267K 0.26%
+2,050
48
$262K 0.26%
+555
49
$227K 0.22%
+4,721
50
$221K 0.22%
+463
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