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
$227M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.13M
3
+$1.12M
4
GPC icon
Genuine Parts
GPC
+$1.08M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$942K

Top Sells

1
+$1.75M
2
+$1.09M
3
+$1.02M
4
META icon
Meta Platforms (Facebook)
META
+$376K
5
ROK icon
Rockwell Automation
ROK
+$299K

Sector Composition

1 Technology 14.47%
2 Financials 14.34%
3 Communication Services 12%
4 Consumer Discretionary 7.29%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$858K 0.38%
1,695
-71
52
$856K 0.38%
5,135
-117
53
$832K 0.37%
4,493
+1
54
$828K 0.36%
1,413
55
$825K 0.36%
6,389
-8,424
56
$736K 0.32%
1,793
-23
57
$693K 0.3%
2,151
-24
58
$683K 0.3%
1,990
-136
59
$681K 0.3%
1,368
-21
60
$668K 0.29%
3,506
-2
61
$665K 0.29%
2,517
+1
62
$608K 0.27%
1,688
-2
63
$592K 0.26%
4,693
-2
64
$585K 0.26%
3,190
-206
65
$582K 0.26%
3,275
-98
66
$574K 0.25%
14,971
-106
67
$574K 0.25%
6,724
-1,943
68
$559K 0.25%
3,298
+139
69
$558K 0.25%
2,117
-2
70
$553K 0.24%
8,880
-869
71
$540K 0.24%
1,844
-46
72
$492K 0.22%
837
+7
73
$480K 0.21%
2,712
74
$479K 0.21%
3,313
-31
75
$465K 0.2%
4,034
-246
1 2
3
4