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
+$4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.09M
3
+$1.55M
4
MCHP icon
Microchip Technology
MCHP
+$718K
5
UNH icon
UnitedHealth
UNH
+$714K

Top Sells

1
+$2M
2
+$364K
3
+$342K
4
ADBE icon
Adobe
ADBE
+$245K
5
VZ icon
Verizon
VZ
+$202K

Sector Composition

1 Technology 15.91%
2 Financials 13.91%
3 Communication Services 11.01%
4 Consumer Discretionary 9.18%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.45%
9,432
+4,101
52
$482K 0.43%
6,218
+1,802
53
$445K 0.4%
4,150
+2,250
54
$425K 0.38%
3,911
+1,500
55
$424K 0.38%
10,461
+4,206
56
$383K 0.35%
1,135
+235
57
$380K 0.34%
9,574
+160
58
$363K 0.33%
4,900
+1,700
59
$362K 0.33%
9,214
+998
60
$354K 0.32%
2,313
61
$325K 0.29%
+4,650
62
$304K 0.27%
+1,770
63
$271K 0.24%
6,930
+1,852
64
$270K 0.24%
+16,500
65
$249K 0.22%
+3,487
66
$233K 0.21%
2,420
+140
67
$226K 0.2%
3,982
+600
68
$220K 0.2%
+1,655
69
$214K 0.19%
1,562
-20
70
$211K 0.19%
+3,400
71
$140K 0.13%
+10,000
72
– –
-537
73
– –
-441
74
– –
-3,973
75
– –
-12,098
1 2
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