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
$213M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.06M
3
+$1.87M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.78M
5
MKL icon
Markel Group
MKL
+$867K

Top Sells

1
+$1.01M
2
+$568K
3
+$330K
4
CSCO icon
Cisco
CSCO
+$252K
5
COST icon
Costco
COST
+$153K

Sector Composition

1 Financials 14.41%
2 Technology 14.06%
3 Communication Services 11.31%
4 Consumer Discretionary 8.24%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 1.24%
22,951
-305
27
$2.59M 1.22%
15,094
-767
28
$2.53M 1.19%
12,244
-119
29
$2.5M 1.18%
10,984
-64
30
$2.3M 1.08%
25,193
-128
31
$2.28M 1.07%
14,264
-407
32
$2.13M 1%
6,151
-92
33
$1.87M 0.88%
21,120
+2,446
34
$1.77M 0.83%
9,493
-282
35
$1.63M 0.77%
449
-12
36
$1.62M 0.76%
5,739
-133
37
$1.51M 0.71%
5,942
-6
38
$1.49M 0.7%
17,100
-378
39
$1.44M 0.68%
8,210
+2,479
40
$1.43M 0.67%
8,834
-415
41
$1.3M 0.61%
34,389
-271
42
$1.3M 0.61%
2,144
-19
43
$1.23M 0.58%
1,471
-23
44
$1.2M 0.56%
2,627
+1,090
45
$1.18M 0.55%
19,395
-415
46
$1.17M 0.55%
5,834
-62
47
$1.05M 0.5%
2,132
-87
48
$1.02M 0.48%
1,388
-209
49
$1.01M 0.48%
7,219
-191
50
$1.01M 0.47%
20,449
+1,857
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