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
$119M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.04M
3
+$520K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$368K
5
D icon
Dominion Energy
D
+$157K

Top Sells

1
+$271K
2
+$266K
3
+$266K
4
PEP icon
PepsiCo
PEP
+$137K
5
MCD icon
McDonald's
MCD
+$134K

Sector Composition

1 Financials 15.16%
2 Technology 14.63%
3 Consumer Discretionary 10.03%
4 Communication Services 9.57%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.08%
8,474
-740
27
$1.24M 1.04%
2,330
-250
28
$1.18M 0.99%
35,608
-286
29
$1.13M 0.95%
5,662
-4
30
$1.11M 0.93%
25,458
+1,652
31
$1.11M 0.93%
+18,227
32
$1.1M 0.93%
547
-10
33
$1.1M 0.93%
10,985
-194
34
$1.02M 0.86%
2,356
-11
35
$990K 0.83%
1,398
-3
36
$973K 0.82%
9,993
+138
37
$944K 0.79%
4,457
-598
38
$858K 0.72%
20,681
-162
39
$857K 0.72%
13,474
-1,106
40
$852K 0.72%
4,901
-29
41
$829K 0.7%
15,513
-17
42
$789K 0.66%
4,366
-758
43
$744K 0.63%
565
-7
44
$734K 0.62%
7,153
+234
45
$734K 0.62%
11,965
+2,565
46
$716K 0.6%
5,343
-314
47
$686K 0.58%
1,410
-2
48
$576K 0.48%
2,320
-21
49
$520K 0.44%
+2,471
50
$517K 0.44%
7,262
-113
1
2
3