BFA
Buttonwood Financial Advisors Portfolio holdings
AUM
$299M
1-Year Est. Return
17.8%
1 Year Est. Return
+17.8%
AUM
$299M
AUM Growth
-$1.13M
(-0.38%)
Holding
109
Top Buys
| 1 | +$3.43M | |
| 2 | +$3M | |
| 3 | +$2.65M | |
| 4 |
Copart
CPRT
|
+$2.31M |
| 5 |
S&P Global
SPGI
|
+$2.08M |
Top Sells
| 1 | +$2.09M | |
| 2 | +$1.52M | |
| 3 | +$1.33M | |
| 4 |
Teradyne
TER
|
+$952K |
| 5 |
Microchip Technology
MCHP
|
+$879K |
Sector Composition
| 1 | Technology | 18.74% |
| 2 | Financials | 13.28% |
| 3 | Communication Services | 10.47% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Industrials | 4.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Genuine Parts
GPC
$15.4B
| $255K | 0.09% |
2,411
-831
|
|
||
102
Southern Company
SO
$104B
| $251K | 0.08% |
2,600
|
|
||
103
NextEra Energy
NEE
$188B
| $233K | 0.08% |
2,507
-118
|
|
||
104
Northrop Grumman
NOC
$83.7B
| $221K | 0.07% |
+325
|
|
||
105
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.46B
| $220K | 0.07% |
1,659
|
|
||
106
Ares Management
ARES
$27.2B
| $217K | 0.07% |
1,991
-226
|
|
||
107
Constellation Energy
CEG
$104B
| $207K | 0.07% |
742
-7
|
|
||
108
Cisco
CSCO
$355B
| $204K | 0.07% |
2,626
-9
|
|
||
109
Gartner
IT
$10.6B
| – | – |
-6,033
|
|