BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 13.39%
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$62.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.08M
3
+$1.07M
4
MCHP icon
Microchip Technology
MCHP
+$840K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$772K

Top Sells

1
+$870K
2
+$491K
3
+$379K
4
NEE icon
NextEra Energy
NEE
+$228K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$226K

Sector Composition

1 Financials 15.35%
2 Technology 14.05%
3 Communication Services 10.84%
4 Consumer Discretionary 6.39%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$835K 0.37%
3,038
-87
52
$790K 0.35%
1,413
53
$697K 0.31%
3,327
+52
54
$688K 0.3%
1,355
-13
55
$665K 0.29%
1,793
56
$660K 0.29%
2,151
57
$656K 0.29%
3,016
-174
58
$637K 0.28%
2,062
+72
59
$634K 0.28%
8,848
-32
60
$627K 0.28%
1,683
-5
61
$625K 0.27%
14,949
-22
62
$624K 0.27%
2,412
-105
63
$573K 0.25%
2,101
-16
64
$556K 0.24%
1,821
-23
65
$555K 0.24%
3,246
-52
66
$544K 0.24%
22,669
-20,461
67
$540K 0.24%
3,458
-48
68
$539K 0.24%
3,408
-1,085
69
$512K 0.23%
3,089
-224
70
$495K 0.22%
4,499
-194
71
$470K 0.21%
837
72
$463K 0.2%
7,099
+375
73
$432K 0.19%
3,623
-7,305
74
$421K 0.18%
3,171
+1
75
$380K 0.17%
1,245
-113
1 2
3
4