BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 13.39%
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$62.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.08M
3
+$1.07M
4
MCHP icon
Microchip Technology
MCHP
+$840K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$772K

Top Sells

1
+$870K
2
+$491K
3
+$379K
4
NEE icon
NextEra Energy
NEE
+$228K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$226K

Sector Composition

1 Financials 15.35%
2 Technology 14.05%
3 Communication Services 10.84%
4 Consumer Discretionary 6.39%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$377K 0.17%
5,561
-149
77
$373K 0.16%
3,565
-469
78
$334K 0.15%
2,277
-435
79
$324K 0.14%
2,653
-46
80
$321K 0.14%
2,294
-45
81
$318K 0.14%
1,230
-187
82
$301K 0.13%
3,426
-759
83
$299K 0.13%
1,900
-55
84
$296K 0.13%
2,238
-167
85
$290K 0.13%
1,543
86
$285K 0.13%
11,761
87
$271K 0.12%
+1,477
88
$267K 0.12%
2,905
89
$262K 0.12%
725
90
$260K 0.11%
2,164
-151
91
$244K 0.11%
3,211
-293
92
$238K 0.1%
3,315
-77
93
$235K 0.1%
1,059
-49
94
$230K 0.1%
2,126
-75
95
$214K 0.09%
1,787
+15
96
$200K 0.09%
+3,245
97
– –
-981
98
– –
-7,392
99
– –
-3,177
1 2 3
4