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
$227M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.13M
3
+$1.12M
4
GPC icon
Genuine Parts
GPC
+$1.08M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$942K

Top Sells

1
+$1.75M
2
+$1.09M
3
+$1.02M
4
META icon
Meta Platforms (Facebook)
META
+$376K
5
ROK icon
Rockwell Automation
ROK
+$299K

Sector Composition

1 Technology 14.47%
2 Financials 14.34%
3 Communication Services 12%
4 Consumer Discretionary 7.29%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.2%
1,358
-18
77
$405K 0.18%
1,417
-1,046
78
$390K 0.17%
2,339
-7
79
$378K 0.17%
4,185
-920
80
$359K 0.16%
3,170
-104
81
$354K 0.16%
5,710
-1,448
82
$333K 0.15%
1,543
83
$296K 0.13%
2,201
-836
84
$291K 0.13%
725
85
$291K 0.13%
2,699
-121
86
$283K 0.12%
+11,761
87
$278K 0.12%
2,405
88
$266K 0.12%
1,108
+1
89
$262K 0.12%
1,955
90
$256K 0.11%
2,315
-77
91
$239K 0.11%
2,905
-539
92
$238K 0.1%
+3,392
93
$231K 0.1%
3,504
-336
94
$228K 0.1%
3,177
-831
95
$221K 0.1%
1,772
+43
96
$219K 0.1%
981
-13
97
$212K 0.09%
7,392
+2
98
– –
-3,254
1 2 3
4