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
$160M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.85M
3
+$1.41M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.39M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.16M

Top Sells

1
+$1.25M
2
+$589K
3
+$365K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$213K
5
FI icon
Fiserv
FI
+$107K

Sector Composition

1 Technology 16.22%
2 Financials 13.41%
3 Communication Services 11.17%
4 Consumer Discretionary 9.69%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.23%
9,923
+562
77
$343K 0.21%
+5,941
78
$335K 0.21%
4,775
+1,438
79
$319K 0.2%
+1,128
80
$318K 0.2%
1,507
81
$296K 0.19%
+2,450
82
$290K 0.18%
+2,687
83
$285K 0.18%
1,683
84
$283K 0.18%
8,554
-17,829
85
$280K 0.18%
1,655
86
$273K 0.17%
4,650
87
$268K 0.17%
+2,216
88
$268K 0.17%
+2,252
89
$265K 0.17%
3,635
90
$249K 0.16%
+1,800
91
$241K 0.15%
13,769
-431
92
$237K 0.15%
2,420
93
$230K 0.14%
+2,147
94
$207K 0.13%
+3,991
95
$205K 0.13%
+3,284
96
$204K 0.13%
+2,306
97
$201K 0.13%
+1,000
1 2 3
4