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
$129M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$523K
3
+$474K
4
D icon
Dominion Energy
D
+$314K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$289K

Top Sells

1
+$299K
2
+$225K
3
+$223K
4
SBUX icon
Starbucks
SBUX
+$136K
5
BKNG icon
Booking.com
BKNG
+$125K

Sector Composition

1 Technology 15.73%
2 Financials 13.91%
3 Communication Services 11.58%
4 Consumer Discretionary 10.12%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.15%
16,938
+5,953
27
$1.33M 1.03%
500
-47
28
$1.25M 0.97%
8,390
-84
29
$1.22M 0.94%
9,895
-98
30
$1.18M 0.91%
18,303
+76
31
$1.13M 0.87%
5,638
-24
32
$1.08M 0.84%
2,285
-45
33
$1.03M 0.8%
2,334
-22
34
$1.02M 0.79%
35,541
-67
35
$983K 0.76%
17,583
+5,618
36
$951K 0.74%
26,383
+925
37
$943K 0.73%
4,860
-41
38
$932K 0.72%
1,394
-4
39
$916K 0.71%
20,654
-27
40
$889K 0.69%
4,352
-105
41
$832K 0.65%
13,418
-56
42
$792K 0.61%
4,344
-22
43
$761K 0.59%
7,301
+148
44
$758K 0.59%
15,446
-67
45
$720K 0.56%
564
-1
46
$696K 0.54%
5,344
+1
47
$656K 0.51%
1,387
-23
48
$559K 0.43%
7,366
+104
49
$553K 0.43%
2,456
-15
50
$520K 0.4%
2,278
-42
1
2
3