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
$160M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.85M
3
+$1.41M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.39M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.16M

Top Sells

1
+$1.25M
2
+$589K
3
+$365K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$213K
5
FI icon
Fiserv
FI
+$107K

Sector Composition

1 Technology 16.22%
2 Financials 13.41%
3 Communication Services 11.17%
4 Consumer Discretionary 9.69%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.15%
32,370
+24,821
27
$1.81M 1.14%
6,077
+342
28
$1.79M 1.12%
12,414
+2,519
29
$1.53M 0.96%
18,282
-21
30
$1.53M 0.96%
18,275
+1,337
31
$1.43M 0.9%
9,443
+1,053
32
$1.37M 0.86%
508
+8
33
$1.36M 0.85%
6,012
+374
34
$1.33M 0.83%
2,769
+484
35
$1.16M 0.73%
+7,410
36
$1.12M 0.7%
2,328
-6
37
$1.02M 0.64%
+81,385
38
$1.02M 0.64%
35,502
-39
39
$1.01M 0.63%
1,461
+67
40
$977K 0.61%
2,219
-2,841
41
$953K 0.6%
18,402
+819
42
$950K 0.6%
4,896
+544
43
$919K 0.58%
4,963
+619
44
$915K 0.57%
17,490
+9,760
45
$911K 0.57%
20,374
-280
46
$869K 0.54%
4,847
-13
47
$858K 0.54%
5,902
+558
48
$848K 0.53%
+18,660
49
$827K 0.52%
7,310
+9
50
$808K 0.51%
13,423
+5
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