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
$183M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$2.3M
3
+$1.99M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.32M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.16M

Top Sells

1
+$1.07M
2
+$567K
3
+$377K
4
FI icon
Fiserv
FI
+$375K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 14.14%
2 Technology 13.95%
3 Communication Services 11.06%
4 Consumer Discretionary 8.88%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.23%
2,992
77
$399K 0.22%
1,530
+23
78
$387K 0.21%
5,526
-542
79
$373K 0.2%
8,558
-172
80
$363K 0.2%
761
-14
81
$351K 0.19%
1,130
82
$347K 0.19%
2,727
+11
83
$342K 0.19%
4,997
84
$320K 0.17%
+2,209
85
$298K 0.16%
1,554
-129
86
$289K 0.16%
8,844
+18
87
$280K 0.15%
2,775
88
$274K 0.15%
9,530
-297
89
$268K 0.15%
4,415
90
$259K 0.14%
2,459
+4
91
$255K 0.14%
1,955
-230
92
$252K 0.14%
4,984
+12
93
$246K 0.13%
3,400
-235
94
$241K 0.13%
1,000
95
$234K 0.13%
+5,399
96
$229K 0.12%
1,655
97
$211K 0.12%
11,569
-2,200
98
$205K 0.11%
+1,798
99
$202K 0.11%
+2,405
100
– –
-3,720
1 2 3
4
5