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
$229M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.49M
3
+$1.26M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$777K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$630K

Top Sells

1
+$1.21M
2
+$463K
3
+$331K
4
KVUE icon
Kenvue
KVUE
+$266K
5
BA icon
Boeing
BA
+$257K

Sector Composition

1 Technology 14.7%
2 Financials 13.62%
3 Communication Services 10.88%
4 Consumer Discretionary 7.01%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.13%
6,366
-73
27
$2.55M 1.11%
26,136
-277
28
$2.49M 1.09%
12,331
+221
29
$2.47M 1.08%
25,649
-159
30
$2.32M 1.01%
12,929
-676
31
$2.32M 1.01%
21,228
-886
32
$2.11M 0.92%
5,974
-42
33
$2.05M 0.89%
9,915
+329
34
$2.02M 0.88%
14,813
-1,545
35
$1.69M 0.74%
401
-28
36
$1.6M 0.7%
5,896
-21
37
$1.52M 0.66%
2,595
-50
38
$1.49M 0.65%
2,096
-16
39
$1.42M 0.62%
4,678
-46
40
$1.31M 0.57%
1,378
-41
41
$1.28M 0.56%
7,402
-103
42
$1.25M 0.55%
31,519
-2,345
43
$1.22M 0.53%
7,183
-72
44
$1.22M 0.53%
19,500
+187
45
$1.2M 0.52%
1,356
-27
46
$1.08M 0.47%
5,115
-123
47
$1.03M 0.45%
1,766
-89
48
$1.02M 0.45%
7,275
+1,221
49
$999K 0.44%
6,218
-338
50
$990K 0.43%
5,252
-192
1
2
3 4 5