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
$158M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.23M
3
+$964K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$679K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$538K

Top Sells

1
+$7.86M
2
+$513K
3
+$283K
4
XIFR
XPLR Infrastructure LP
XIFR
+$273K
5
RTX icon
RTX Corp
RTX
+$237K

Sector Composition

1 Technology 15.33%
2 Financials 13.59%
3 Communication Services 11.78%
4 Consumer Discretionary 9.42%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$804K 0.51%
7,308
-2
52
$752K 0.48%
4,828
-19
53
$710K 0.45%
12,685
-738
54
$655K 0.42%
4,395
+930
55
$652K 0.41%
1,593
+206
56
$647K 0.41%
4,154
+153
57
$621K 0.39%
2,983
+836
58
$601K 0.38%
6,372
+2,277
59
$554K 0.35%
6,279
-460
60
$553K 0.35%
9,452
+182
61
$548K 0.35%
5,658
+813
62
$538K 0.34%
10,098
-288
63
$538K 0.34%
2,847
+702
64
$537K 0.34%
2,284
-153
65
$536K 0.34%
1,467
+25
66
$515K 0.33%
2,268
+703
67
$503K 0.32%
1,178
+5
68
$501K 0.32%
2,266
69
$497K 0.31%
2,066
-36
70
$495K 0.31%
8,595
+2,654
71
$482K 0.31%
5,463
+834
72
$472K 0.3%
1,727
+449
73
$416K 0.26%
5,356
+2,072
74
$410K 0.26%
3,982
75
$397K 0.25%
1,870
+44
1 2
3
4 5