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
$229M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.49M
3
+$1.26M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$777K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$630K

Top Sells

1
+$1.21M
2
+$463K
3
+$331K
4
KVUE icon
Kenvue
KVUE
+$266K
5
BA icon
Boeing
BA
+$257K

Sector Composition

1 Technology 14.7%
2 Financials 13.62%
3 Communication Services 10.88%
4 Consumer Discretionary 7.01%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$811K 0.35%
1,413
+237
52
$790K 0.34%
3,396
-59
53
$751K 0.33%
4,479
+346
54
$717K 0.31%
1,389
-23
55
$701K 0.31%
9,749
-237
56
$697K 0.3%
1,816
+445
57
$696K 0.3%
4,492
-264
58
$684K 0.3%
2,126
-11
59
$684K 0.3%
2,175
+295
60
$676K 0.3%
8,667
-626
61
$666K 0.29%
3,373
+20
62
$664K 0.29%
2,516
-228
63
$661K 0.29%
2,463
-36
64
$640K 0.28%
2,119
-47
65
$640K 0.28%
4,695
-29
66
$632K 0.28%
15,077
-138
67
$611K 0.27%
1,690
+2
68
$606K 0.26%
3,159
-23
69
$586K 0.26%
3,508
+204
70
$542K 0.24%
3,344
-53
71
$539K 0.24%
1,904
-35
72
$523K 0.23%
1,890
-20
73
$501K 0.22%
4,280
-515
74
$478K 0.21%
830
+12
75
$466K 0.2%
7,158
-578
1 2
3
4 5