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
$212M
AUM Growth
-$802K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.93M
3
+$1.21M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.1M
5
HSY icon
Hershey
HSY
+$585K

Top Sells

1
+$1.58M
2
+$1.01M
3
+$700K
4
MMM icon
3M
MMM
+$487K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$430K

Sector Composition

1 Technology 14.93%
2 Financials 13.94%
3 Communication Services 11.75%
4 Consumer Discretionary 7.55%
5 Consumer Staples 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$763K 0.36%
6,054
+1,466
52
$718K 0.34%
15,215
-240
53
$688K 0.32%
2,499
+213
54
$672K 0.32%
3,455
-1,043
55
$672K 0.32%
4,756
-120
56
$671K 0.32%
2,137
-92
57
$664K 0.31%
2,744
-150
58
$647K 0.31%
4,724
-7
59
$640K 0.3%
1,176
60
$636K 0.3%
9,986
-2,484
61
$630K 0.3%
1,412
-13
62
$628K 0.3%
2,166
-1
63
$622K 0.29%
4,133
+1,445
64
$606K 0.29%
3,304
+312
65
$585K 0.28%
+3,182
66
$575K 0.27%
3,353
+2
67
$574K 0.27%
1,688
-8
68
$559K 0.26%
1,880
-206
69
$539K 0.25%
9,293
+39
70
$519K 0.24%
1,939
-3
71
$513K 0.24%
1,371
+241
72
$511K 0.24%
4,795
-785
73
$496K 0.23%
3,397
-11
74
$463K 0.22%
7,988
75
$456K 0.22%
1,910
-94
1 2
3
4 5