BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 13.39%
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$62.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.08M
3
+$1.07M
4
MCHP icon
Microchip Technology
MCHP
+$840K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$772K

Top Sells

1
+$870K
2
+$491K
3
+$379K
4
NEE icon
NextEra Energy
NEE
+$228K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$226K

Sector Composition

1 Financials 15.35%
2 Technology 14.05%
3 Communication Services 10.84%
4 Consumer Discretionary 6.39%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.1%
25,444
-578
27
$2.44M 1.07%
24,740
-599
28
$2.25M 0.99%
6,129
-85
29
$2.06M 0.91%
18,784
-1,102
30
$1.89M 0.83%
20,250
-480
31
$1.88M 0.83%
9,326
-268
32
$1.83M 0.81%
5,878
-33
33
$1.81M 0.8%
12,465
+179
34
$1.44M 0.63%
4,604
-23
35
$1.36M 0.6%
5,853
-5
36
$1.27M 0.56%
1,337
-12
37
$1.18M 0.52%
6,944
-151
38
$1.18M 0.52%
7,874
+347
39
$1.14M 0.5%
2,556
-5
40
$1.13M 0.5%
27,114
-1,372
41
$1.07M 0.47%
4,378
-229
42
$1.07M 0.47%
10,205
+2,745
43
$1.06M 0.47%
6,628
+1,033
44
$1.06M 0.47%
1,121
-235
45
$977K 0.43%
16,750
-1,801
46
$945K 0.42%
4,719
-416
47
$919K 0.4%
5,327
-528
48
$906K 0.4%
6,172
-217
49
$899K 0.4%
195
50
$873K 0.38%
1,666
-29
1
2
3 4