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
$213M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.06M
3
+$1.87M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.78M
5
MKL icon
Markel Group
MKL
+$867K

Top Sells

1
+$1.01M
2
+$568K
3
+$330K
4
CSCO icon
Cisco
CSCO
+$252K
5
COST icon
Costco
COST
+$153K

Sector Composition

1 Financials 14.41%
2 Technology 14.06%
3 Communication Services 11.31%
4 Consumer Discretionary 8.24%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$925K 0.44%
6,731
-194
52
$889K 0.42%
4,498
-168
53
$847K 0.4%
15,455
-369
54
$774K 0.36%
4,876
-490
55
$763K 0.36%
12,470
-226
56
$723K 0.34%
2,894
57
$703K 0.33%
4,731
-7
58
$682K 0.32%
+4,588
59
$666K 0.31%
+2,286
60
$639K 0.3%
2,229
+11
61
$620K 0.29%
9,254
-244
62
$617K 0.29%
5,580
-286
63
$615K 0.29%
1,176
-4
64
$612K 0.29%
2,167
-26
65
$610K 0.29%
3,351
-710
66
$607K 0.29%
1,696
-33
67
$606K 0.29%
1,425
-18
68
$601K 0.28%
2,086
-66
69
$548K 0.26%
2,397
-75
70
$542K 0.26%
4,773
-641
71
$539K 0.25%
3,408
-665
72
$529K 0.25%
8,796
-276
73
$505K 0.24%
1,942
-10
74
$501K 0.24%
2,004
-14
75
$465K 0.22%
3,493
-319
1 2
3
4 5