BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.78M
3
+$503K
4
CSGP icon
CoStar Group
CSGP
+$418K
5
PEP icon
PepsiCo
PEP
+$392K

Top Sells

1
+$563K
2
+$538K
3
+$534K
4
BUD icon
AB InBev
BUD
+$441K
5
ROK icon
Rockwell Automation
ROK
+$318K

Sector Composition

1 Technology 16.41%
2 Financials 15.03%
3 Communication Services 12.09%
4 Consumer Discretionary 6.16%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.35%
1,413
52
$773K 0.31%
1,764
-29
53
$751K 0.3%
1,424
+69
54
$745K 0.3%
2,034
-28
55
$739K 0.3%
2,177
+26
56
$672K 0.27%
2,400
-12
57
$667K 0.27%
3,017
+1
58
$666K 0.27%
1,685
+2
59
$650K 0.26%
13,735
-13,379
60
$649K 0.26%
3,661
+203
61
$633K 0.25%
1,196
-49
62
$619K 0.25%
3,728
+482
63
$614K 0.25%
3,310
-17
64
$612K 0.25%
2,100
-1
65
$589K 0.24%
8,325
-523
66
$557K 0.22%
3,408
67
$534K 0.21%
1,733
-88
68
$531K 0.21%
7,148
+49
69
$529K 0.21%
5,242
-4,963
70
$516K 0.21%
832
-5
71
$503K 0.2%
14,881
-68
72
$499K 0.2%
2,281
-13
73
$482K 0.19%
1,544
-122
74
$472K 0.19%
3,090
+1
75
$452K 0.18%
21,605
-1,064
1 2
3
4 5