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
+$64K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$640K
3
+$577K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$257K
5
BUD icon
AB InBev
BUD
+$241K

Top Sells

1
+$605K
2
+$362K
3
+$123K
4
NFLX icon
Netflix
NFLX
+$104K
5
MCD icon
McDonald's
MCD
+$47.9K

Sector Composition

1 Technology 15.34%
2 Financials 14.76%
3 Communication Services 9.8%
4 Consumer Discretionary 9.65%
5 Consumer Staples 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.19%
2,580
27
$1.16M 1.05%
9,214
-290
28
$1.14M 1.03%
35,894
+6
29
$1.09M 0.99%
5,666
-15
30
$1.07M 0.96%
11,179
+130
31
$985K 0.89%
23,806
+99
32
$960K 0.87%
5,055
+117
33
$943K 0.85%
557
-3
34
$895K 0.81%
5,124
-10
35
$877K 0.79%
2,367
+55
36
$815K 0.73%
14,580
-282
37
$807K 0.73%
4,930
-35
38
$793K 0.71%
1,401
+48
39
$791K 0.71%
20,843
+71
40
$783K 0.71%
9,855
+440
41
$686K 0.62%
15,530
-62
42
$660K 0.6%
572
-2
43
$640K 0.58%
+6,919
44
$620K 0.56%
7,375
+73
45
$619K 0.56%
5,657
-164
46
$611K 0.55%
9,400
+39
47
$573K 0.52%
1,412
+152
48
$568K 0.51%
2,471
-68
49
$536K 0.48%
2,341
-19
50
$484K 0.44%
6,467
-185
1
2
3