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
$229M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.49M
3
+$1.26M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$777K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$630K

Top Sells

1
+$1.21M
2
+$463K
3
+$331K
4
KVUE icon
Kenvue
KVUE
+$266K
5
BA icon
Boeing
BA
+$257K

Sector Composition

1 Technology 14.7%
2 Financials 13.62%
3 Communication Services 10.88%
4 Consumer Discretionary 7.01%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.18%
2,712
-111
77
$412K 0.18%
5,105
-34
78
$400K 0.17%
2,346
+17
79
$373K 0.16%
3,274
80
$369K 0.16%
3,037
+137
81
$356K 0.16%
1,543
-30
82
$351K 0.15%
1,376
-1
83
$339K 0.15%
4,008
-68
84
$325K 0.14%
2,820
-222
85
$314K 0.14%
2,392
+8
86
$311K 0.14%
3,444
-699
87
$291K 0.13%
2,405
88
$273K 0.12%
1,955
89
$272K 0.12%
+725
90
$268K 0.12%
3,254
-370
91
$268K 0.12%
+3,840
92
$263K 0.11%
1,107
-456
93
$258K 0.11%
994
-23
94
$231K 0.1%
1,655
95
$219K 0.1%
7,390
+2
96
$214K 0.09%
1,729
-69
97
– –
-1,413
98
– –
-16,470
99
– –
-7,988
100
– –
-1,314
1 2 3
4
5