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
+$64K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$640K
3
+$577K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$257K
5
BUD icon
AB InBev
BUD
+$241K

Top Sells

1
+$605K
2
+$362K
3
+$123K
4
NFLX icon
Netflix
NFLX
+$104K
5
MCD icon
McDonald's
MCD
+$47.9K

Sector Composition

1 Technology 15.34%
2 Financials 14.76%
3 Communication Services 9.8%
4 Consumer Discretionary 9.65%
5 Consumer Staples 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$461K 0.42%
10,464
+3
52
$438K 0.39%
5,989
-229
53
$411K 0.37%
9,703
+129
54
$405K 0.37%
9,433
+1
55
$401K 0.36%
3,911
56
$365K 0.33%
4,150
57
$358K 0.32%
1,226
+91
58
$331K 0.3%
2,313
59
$320K 0.29%
4,650
-250
60
$304K 0.27%
7,171
+241
61
$271K 0.24%
1,825
+55
62
$266K 0.24%
4,650
63
$259K 0.23%
1,655
64
$250K 0.23%
3,982
65
$248K 0.22%
16,500
66
$217K 0.2%
+2,929
67
$216K 0.19%
3,377
-110
68
$210K 0.19%
3,635
+235
69
$207K 0.19%
1,562
70
$205K 0.18%
2,420
71
$127K 0.11%
10,000
72
– –
-9,214
73
– –
-16,178
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