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
+$4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.09M
3
+$1.55M
4
MCHP icon
Microchip Technology
MCHP
+$718K
5
UNH icon
UnitedHealth
UNH
+$714K

Top Sells

1
+$2M
2
+$364K
3
+$342K
4
ADBE icon
Adobe
ADBE
+$245K
5
VZ icon
Verizon
VZ
+$202K

Sector Composition

1 Technology 15.91%
2 Financials 13.91%
3 Communication Services 11.01%
4 Consumer Discretionary 9.18%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.2%
2,580
+1,390
27
$1.26M 1.14%
4,938
+2,587
28
$1.2M 1.08%
11,049
+3,866
29
$1.14M 1.03%
6,516
+3,383
30
$1.12M 1.01%
35,888
-128
31
$1.09M 0.98%
23,707
-114
32
$992K 0.89%
5,681
-64
33
$979K 0.88%
560
-2
34
$935K 0.84%
14,862
+8,338
35
$912K 0.82%
2,312
-866
36
$906K 0.82%
4,965
-60
37
$866K 0.78%
20,772
+68
38
$857K 0.77%
9,415
+268
39
$856K 0.77%
5,134
+2,792
40
$824K 0.74%
1,353
+782
41
$747K 0.67%
9,361
+4,509
42
$742K 0.67%
574
-4
43
$655K 0.59%
5,821
+2,381
44
$605K 0.55%
16,178
-9,745
45
$558K 0.5%
15,592
-22
46
$554K 0.5%
6,652
+3,600
47
$542K 0.49%
1,260
-13
48
$533K 0.48%
2,539
-144
49
$522K 0.47%
2,360
-36
50
$510K 0.46%
7,302
+429
1
2
3