BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.17M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.05M
5
ASML icon
ASML
ASML
+$2.68M

Top Sells

1
+$782K
2
+$705K
3
+$615K
4
AXP icon
American Express
AXP
+$240K
5
EMR icon
Emerson Electric
EMR
+$151K

Sector Composition

1 Technology 17.55%
2 Financials 13.8%
3 Communication Services 11.91%
4 Consumer Discretionary 5.56%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$502K 0.17%
3,623
77
$475K 0.16%
4,974
-268
78
$468K 0.16%
6,977
-171
79
$450K 0.16%
1,534
-199
80
$444K 0.15%
4,884
-64
81
$418K 0.14%
1,541
82
$412K 0.14%
2,207
+98
83
$410K 0.14%
3,450
-37
84
$384K 0.13%
2,865
-107
85
$366K 0.13%
2,184
-32
86
$355K 0.12%
2,217
87
$340K 0.12%
3,302
-101
88
$340K 0.12%
2,900
89
$339K 0.12%
+7,530
90
$318K 0.11%
1,494
91
$310K 0.11%
3,716
-104
92
$302K 0.1%
1,049
93
$290K 0.1%
882
94
$289K 0.1%
1,900
95
$286K 0.1%
11,761
96
$286K 0.1%
1,123
+64
97
$283K 0.1%
2,286
-40
98
$265K 0.09%
2,165
99
$256K 0.09%
15,744
-5,861
100
$246K 0.08%
2,600
1 2 3
4
5