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
$111M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.11M
3
+$1.09M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$775K
5
HD icon
Home Depot
HD
+$627K

Top Sells

1
+$1.62M
2
+$430K
3
+$267K
4
AAPL icon
Apple
AAPL
+$167K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$138K

Sector Composition

1 Technology 17%
2 Financials 15.62%
3 Communication Services 13.63%
4 Consumer Discretionary 8.96%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.35%
8,216
+2,414
52
$375K 0.34%
+2,313
53
$374K 0.34%
+4,416
54
$369K 0.33%
900
+345
55
$311K 0.28%
+6,255
56
$305K 0.28%
+3,052
57
$303K 0.27%
1,582
+14
58
$285K 0.26%
+2,411
59
$276K 0.25%
+5,331
60
$275K 0.25%
+3,382
61
$267K 0.24%
+3,200
62
$246K 0.22%
5,078
+357
63
$245K 0.22%
+537
64
$226K 0.2%
+2,280
65
$212K 0.19%
+1,900
66
$202K 0.18%
+3,973
67
$200K 0.18%
441
-22
68
– –
-6,609
69
– –
-2,050
1 2
3