BFA
Buttonwood Financial Advisors Portfolio holdings
AUM
$249M
1-Year Est. Return
15.4%
1 Year Est. Return
+15.4%
AUM
$249M
AUM Growth
+$21.6M
(+9.5%)
Holding
102
Top Buys
| 1 | +$2.61M | |
| 2 | +$2M | |
| 3 | +$505K | |
| 4 |
CoStar Group
CSGP
|
+$431K |
| 5 |
PepsiCo
PEP
|
+$384K |
Top Sells
| 1 | +$633K | |
| 2 | +$571K | |
| 3 | +$500K | |
| 4 |
AB InBev
BUD
|
+$451K |
| 5 |
Rockwell Automation
ROK
|
+$318K |
Sector Composition
| 1 | Technology | 16.41% |
| 2 | Financials | 15.03% |
| 3 | Communication Services | 12.09% |
| 4 | Consumer Discretionary | 6.16% |
| 5 | Consumer Staples | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Wells Fargo
WFC
$262B
| – | – |
-3,315
|
|
||
102
Solventum
SOLV
$12.5B
| – | – |
-3,211
|
|