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
$212M
AUM Growth
-$802K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.93M
3
+$1.21M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.1M
5
HSY icon
Hershey
HSY
+$585K

Top Sells

1
+$1.58M
2
+$1.01M
3
+$700K
4
MMM icon
3M
MMM
+$487K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$430K

Sector Composition

1 Technology 14.93%
2 Financials 13.94%
3 Communication Services 11.75%
4 Consumer Discretionary 7.55%
5 Consumer Staples 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.17%
136,614
+961
27
$2.46M 1.16%
10,614
-370
28
$2.44M 1.15%
22,114
-1,481
29
$2.22M 1.05%
6,439
-521
30
$2.06M 0.97%
26,413
+1,220
31
$2.03M 0.96%
13,605
-659
32
$1.89M 0.89%
9,586
+93
33
$1.83M 0.86%
6,016
-135
34
$1.7M 0.8%
429
-20
35
$1.67M 0.79%
16,358
-4,762
36
$1.43M 0.67%
2,112
-32
37
$1.35M 0.64%
33,864
-525
38
$1.3M 0.62%
5,917
-25
39
$1.24M 0.58%
7,505
-1,329
40
$1.24M 0.58%
2,645
+18
41
$1.21M 0.57%
16,470
-630
42
$1.2M 0.57%
4,724
-1,015
43
$1.2M 0.56%
7,255
-955
44
$1.18M 0.56%
1,383
-5
45
$1.13M 0.53%
19,313
-82
46
$1.12M 0.53%
1,419
-52
47
$1.06M 0.5%
5,238
-596
48
$945K 0.45%
1,855
-277
49
$897K 0.42%
6,556
-175
50
$865K 0.41%
5,444
-1,775
1
2
3 4 5