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
$158M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.23M
3
+$964K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$679K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$538K

Top Sells

1
+$7.86M
2
+$513K
3
+$283K
4
XIFR
XPLR Infrastructure LP
XIFR
+$273K
5
RTX icon
RTX Corp
RTX
+$237K

Sector Composition

1 Technology 15.33%
2 Financials 13.59%
3 Communication Services 11.78%
4 Consumer Discretionary 9.42%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$394K 0.25%
2,992
+542
77
$393K 0.25%
6,068
+1,293
78
$385K 0.24%
8,730
-11,644
79
$378K 0.24%
4,997
-45
80
$363K 0.23%
+5,090
81
$333K 0.21%
+775
82
$326K 0.21%
9,827
-96
83
$311K 0.2%
2,716
+500
84
$308K 0.19%
1,130
+2
85
$289K 0.18%
1,507
86
$287K 0.18%
+8,826
87
$283K 0.18%
+2,775
88
$282K 0.18%
2,673
-14
89
$273K 0.17%
2,185
+385
90
$267K 0.17%
4,972
+981
91
$266K 0.17%
1,683
92
$260K 0.16%
2,455
+203
93
$253K 0.16%
4,415
-990
94
$252K 0.16%
3,635
95
$239K 0.15%
1,655
96
$238K 0.15%
13,769
97
$213K 0.14%
2,316
+10
98
$213K 0.14%
1,000
99
$208K 0.13%
+3,720
100
– –
-2,147
1 2 3
4
5