BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.17M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.05M
5
ASML icon
ASML
ASML
+$2.68M

Top Sells

1
+$782K
2
+$705K
3
+$615K
4
AXP icon
American Express
AXP
+$240K
5
EMR icon
Emerson Electric
EMR
+$151K

Sector Composition

1 Technology 17.55%
2 Financials 13.8%
3 Communication Services 11.91%
4 Consumer Discretionary 5.56%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.13%
+3,403
27
$3.05M 1.05%
20,939
-474
28
$2.9M 1%
14,176
+1,407
29
$2.88M 0.99%
8,684
-756
30
$2.7M 0.93%
23,593
-1,024
31
$2.43M 0.84%
5,991
-49
32
$2.32M 0.8%
19,320
-330
33
$2.22M 0.76%
16,900
-1,104
34
$2.21M 0.76%
9,037
-257
35
$2.06M 0.71%
24,343
-995
36
$2M 0.69%
14,227
+3,446
37
$1.81M 0.62%
3,634
+1,114
38
$1.59M 0.55%
4,830
+1,939
39
$1.58M 0.54%
+6,013
40
$1.49M 0.51%
1,274
-27
41
$1.44M 0.5%
7,706
+3,978
42
$1.44M 0.5%
5,730
-24
43
$1.44M 0.5%
5,831
-14
44
$1.42M 0.49%
8,125
+962
45
$1.36M 0.47%
4,471
-33
46
$1.29M 0.45%
4,300
-268
47
$1.17M 0.4%
17,870
-17
48
$1.08M 0.37%
2,225
+801
49
$1.08M 0.37%
3,408
-39
50
$1.06M 0.36%
4,900
1
2
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