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
$183M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$2.3M
3
+$1.99M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.32M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.16M

Top Sells

1
+$1.07M
2
+$567K
3
+$377K
4
FI icon
Fiserv
FI
+$375K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 14.14%
2 Technology 13.95%
3 Communication Services 11.06%
4 Consumer Discretionary 8.88%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$823K 0.45%
15,824
+758
52
$755K 0.41%
7,410
+1,131
53
$748K 0.41%
12,696
+11
54
$745K 0.41%
4,738
-90
55
$697K 0.38%
1,537
-56
56
$673K 0.37%
2,894
-89
57
$638K 0.35%
4,073
-81
58
$636K 0.35%
1,443
-24
59
$635K 0.35%
5,866
-506
60
$629K 0.34%
4,061
-334
61
$596K 0.32%
5,414
-244
62
$583K 0.32%
9,498
+46
63
$575K 0.31%
2,218
-50
64
$570K 0.31%
2,193
-73
65
$564K 0.31%
2,152
-132
66
$561K 0.31%
1,180
+2
67
$541K 0.3%
5,366
+10
68
$527K 0.29%
2,472
-375
69
$518K 0.28%
1,729
+2
70
$503K 0.27%
5,184
-279
71
$498K 0.27%
8,544
-51
72
$477K 0.26%
9,072
-1,026
73
$470K 0.26%
2,018
-48
74
$463K 0.25%
1,952
+82
75
$453K 0.25%
3,812
-170
1 2
3
4 5