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
$160M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.85M
3
+$1.41M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.39M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.16M

Top Sells

1
+$1.25M
2
+$589K
3
+$365K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$213K
5
FI icon
Fiserv
FI
+$107K

Sector Composition

1 Technology 16.22%
2 Financials 13.41%
3 Communication Services 11.17%
4 Consumer Discretionary 9.69%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$780K 0.49%
564
52
$754K 0.47%
15,357
-89
53
$662K 0.42%
+4,001
54
$639K 0.4%
1,387
55
$619K 0.39%
9,270
+1,904
56
$594K 0.37%
2,437
-19
57
$591K 0.37%
6,739
-35
58
$578K 0.36%
1,442
+77
59
$544K 0.34%
10,386
+6
60
$533K 0.33%
+990
61
$528K 0.33%
4,845
+934
62
$520K 0.33%
+1,173
63
$488K 0.31%
2,266
-12
64
$473K 0.3%
+2,147
65
$467K 0.29%
3,465
+1,152
66
$462K 0.29%
2,102
67
$440K 0.28%
5,042
-55
68
$427K 0.27%
+2,145
69
$415K 0.26%
4,629
+879
70
$408K 0.26%
+4,095
71
$402K 0.25%
+1,826
72
$401K 0.25%
5,405
-65
73
$390K 0.24%
+1,278
74
$384K 0.24%
3,982
75
$368K 0.23%
+1,565
1 2
3
4