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
$213M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.06M
3
+$1.87M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.78M
5
MKL icon
Markel Group
MKL
+$867K

Top Sells

1
+$1.01M
2
+$568K
3
+$330K
4
CSCO icon
Cisco
CSCO
+$252K
5
COST icon
Costco
COST
+$153K

Sector Composition

1 Financials 14.41%
2 Technology 14.06%
3 Communication Services 11.31%
4 Consumer Discretionary 8.24%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$464K 0.22%
7,988
-556
77
$456K 0.21%
2,992
78
$435K 0.2%
8,245
-313
79
$419K 0.2%
2,688
+479
80
$395K 0.19%
752
-9
81
$391K 0.18%
4,042
-1,142
82
$389K 0.18%
1,130
83
$378K 0.18%
4,924
-73
84
$374K 0.18%
5,213
-313
85
$349K 0.16%
1,544
-10
86
$313K 0.15%
1,000
87
$299K 0.14%
2,381
-78
88
$290K 0.14%
2,382
-345
89
$283K 0.13%
1,465
-65
90
$281K 0.13%
4,395
-20
91
$271K 0.13%
1,955
92
$267K 0.13%
7,386
-1,458
93
$265K 0.12%
+2,930
94
$256K 0.12%
1,655
95
$238K 0.11%
3,400
96
$238K 0.11%
5,321
-78
97
$235K 0.11%
2,405
98
$225K 0.11%
2,330
-445
99
$223K 0.1%
+2,475
100
$221K 0.1%
7,976
-1,554
1 2 3
4
5