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
$119M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.04M
3
+$520K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$368K
5
D icon
Dominion Energy
D
+$157K

Top Sells

1
+$271K
2
+$266K
3
+$266K
4
PEP icon
PepsiCo
PEP
+$137K
5
MCD icon
McDonald's
MCD
+$134K

Sector Composition

1 Financials 15.16%
2 Technology 14.63%
3 Consumer Discretionary 10.03%
4 Communication Services 9.57%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.43%
2,131
-340
52
$507K 0.43%
9,703
53
$490K 0.41%
10,374
-90
54
$486K 0.41%
5,814
-175
55
$480K 0.4%
9,360
-73
56
$448K 0.38%
1,338
+112
57
$429K 0.36%
3,911
58
$422K 0.36%
5,097
-1,370
59
$386K 0.33%
3,750
-400
60
$374K 0.31%
2,313
61
$368K 0.31%
+7,600
62
$326K 0.27%
4,650
63
$299K 0.25%
7,237
+66
64
$289K 0.24%
1,517
-45
65
$287K 0.24%
1,655
66
$285K 0.24%
3,421
+492
67
$273K 0.23%
3,982
68
$244K 0.21%
2,420
69
$242K 0.2%
3,635
70
$238K 0.2%
3,337
-40
71
$224K 0.19%
14,200
-2,300
72
– –
-4,650
73
– –
-1,825
74
– –
-10,000
1 2
3