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
$183M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$1.07M
2 +$567K
3 +$377K
4
FI icon
Fiserv
FI
+$375K
5
UNH icon
UnitedHealth
UNH
+$343K

Sector Composition

1 Financials 14.14%
2 Technology 13.95%
3 Communication Services 11.06%
4 Consumer Discretionary 8.88%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,215
102
-2,673
103
-2,316