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
$212M
AUM Growth
-$802K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.93M
3
+$1.21M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.1M
5
HSY icon
Hershey
HSY
+$585K

Top Sells

1
+$1.58M
2
+$1.01M
3
+$700K
4
MMM icon
3M
MMM
+$487K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$430K

Sector Composition

1 Technology 14.93%
2 Financials 13.94%
3 Communication Services 11.75%
4 Consumer Discretionary 7.55%
5 Consumer Staples 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.21%
818
+66
77
$416K 0.2%
7,736
-509
78
$388K 0.18%
1,573
+29
79
$376K 0.18%
2,823
-670
80
$358K 0.17%
2,900
-30
81
$348K 0.16%
5,139
-3,657
82
$341K 0.16%
1,563
-834
83
$340K 0.16%
3,274
-1,499
84
$329K 0.16%
2,329
-52
85
$321K 0.15%
4,143
-1,070
86
$305K 0.14%
3,042
-1,000
87
$297K 0.14%
2,384
+2
88
$289K 0.14%
4,076
-319
89
$259K 0.12%
1,955
90
$257K 0.12%
1,413
-52
91
$257K 0.12%
3,624
-1,300
92
$249K 0.12%
7,388
+2
93
$241K 0.11%
2,405
94
$236K 0.11%
+1,377
95
$229K 0.11%
1,655
96
$211K 0.1%
+1,314
97
$209K 0.1%
3,518
-1
98
$204K 0.1%
1,798
99
$204K 0.1%
+1,017
100
– –
-2,475
1 2 3
4
5