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
$213M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.06M
3
+$1.87M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.78M
5
MKL icon
Markel Group
MKL
+$867K

Top Sells

1
+$1.01M
2
+$568K
3
+$330K
4
CSCO icon
Cisco
CSCO
+$252K
5
COST icon
Costco
COST
+$153K

Sector Composition

1 Financials 14.41%
2 Technology 14.06%
3 Communication Services 11.31%
4 Consumer Discretionary 8.24%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.1%
1,798
102
$204K 0.1%
+3,519
103
$198K 0.09%
10,458
-1,111
104
– –
-4,984
105
– –
-88,888
1 2 3 4
5