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
$111M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.11M
3
+$1.09M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$775K
5
HD icon
Home Depot
HD
+$627K

Top Sells

1
+$1.62M
2
+$430K
3
+$267K
4
AAPL icon
Apple
AAPL
+$167K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$138K

Sector Composition

1 Technology 17%
2 Financials 15.62%
3 Communication Services 13.63%
4 Consumer Discretionary 8.96%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.19%
562
+5
27
$1.27M 1.14%
23,821
-377
28
$1.22M 1.1%
4,944
+1,106
29
$1.21M 1.09%
9,147
-53
30
$1.19M 1.07%
20,704
+196
31
$1.17M 1.06%
+3,133
32
$1.16M 1.05%
5,745
-163
33
$1.13M 1.02%
7,369
+2,094
34
$1.08M 0.97%
5,025
-152
35
$1M 0.9%
25,923
+2,975
36
$894K 0.81%
7,183
+533
37
$853K 0.77%
578
38
$795K 0.72%
6,873
+1,980
39
$645K 0.58%
15,614
-260
40
$610K 0.55%
2,683
-52
41
$607K 0.55%
+1,190
42
$591K 0.53%
+2,351
43
$578K 0.52%
2,396
-98
44
$562K 0.51%
1,273
+65
45
$537K 0.48%
9,414
+153
46
$469K 0.42%
3,440
+1,752
47
$436K 0.39%
+571
48
$412K 0.37%
+4,852
49
$404K 0.36%
+6,524
50
$392K 0.35%
+2,342
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