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
$183M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$2.3M
3
+$1.99M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.32M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.16M

Top Sells

1
+$1.07M
2
+$567K
3
+$377K
4
FI icon
Fiserv
FI
+$375K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 14.14%
2 Technology 13.95%
3 Communication Services 11.06%
4 Consumer Discretionary 8.88%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.19%
6,243
-187
27
$2.17M 1.18%
24,002
+27
28
$2.07M 1.13%
11,048
-222
29
$2M 1.09%
12,363
-191
30
$1.95M 1.06%
14,671
-2,826
31
$1.74M 0.95%
5,872
-183
32
$1.72M 0.94%
21,708
+16,618
33
$1.71M 0.93%
18,674
-134
34
$1.65M 0.9%
9,775
-164
35
$1.64M 0.89%
461
-43
36
$1.36M 0.74%
9,249
-516
37
$1.34M 0.73%
17,478
-491
38
$1.32M 0.72%
5,948
-45
39
$1.21M 0.66%
1,494
-58
40
$1.17M 0.64%
2,219
-652
41
$1.17M 0.64%
34,660
-663
42
$1.1M 0.6%
19,810
-1,780
43
$1.05M 0.57%
1,597
-7
44
$1.05M 0.57%
2,163
-48
45
$1.01M 0.55%
88,888
-65
46
$1.01M 0.55%
4,666
-331
47
$1M 0.55%
5,896
-98
48
$973K 0.53%
5,731
+404
49
$889K 0.48%
6,925
-383
50
$874K 0.48%
18,592
-1,059
1
2
3 4 5