BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.17M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.05M
5
ASML icon
ASML
ASML
+$2.68M

Top Sells

1
+$782K
2
+$705K
3
+$615K
4
AXP icon
American Express
AXP
+$240K
5
EMR icon
Emerson Electric
EMR
+$151K

Sector Composition

1 Technology 17.55%
2 Financials 13.8%
3 Communication Services 11.91%
4 Consumer Discretionary 5.56%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.34%
1,483
+70
52
$985K 0.34%
1,065
-54
53
$957K 0.33%
6,167
-2
54
$883K 0.3%
3,627
-34
55
$878K 0.3%
5,715
-793
56
$876K 0.3%
5,201
-66
57
$834K 0.29%
10,434
-150
58
$823K 0.28%
6,114
+4,045
59
$796K 0.27%
9,890
-280
60
$780K 0.27%
9,240
+3,878
61
$769K 0.26%
2,103
-74
62
$743K 0.26%
3,209
-101
63
$706K 0.24%
2,070
-30
64
$695K 0.24%
13,476
-259
65
$692K 0.24%
1,125
-71
66
$679K 0.23%
9,252
-348
67
$656K 0.23%
3,357
-51
68
$618K 0.21%
1,672
-13
69
$585K 0.2%
2,079
-202
70
$581K 0.2%
3,019
+2
71
$573K 0.2%
3,090
72
$522K 0.18%
1,513
-31
73
$522K 0.18%
7,865
-460
74
$513K 0.18%
767
-65
75
$510K 0.18%
14,838
-43
1 2
3
4 5