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
$212M
AUM Growth
-$802K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.93M
3
+$1.21M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.1M
5
HSY icon
Hershey
HSY
+$585K

Top Sells

1
+$1.58M
2
+$1.01M
3
+$700K
4
MMM icon
3M
MMM
+$487K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$430K

Sector Composition

1 Technology 14.93%
2 Financials 13.94%
3 Communication Services 11.75%
4 Consumer Discretionary 7.55%
5 Consumer Staples 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-20,449
102
– –
-1,000
103
– –
-10,458
104
– –
-3,400
105
– –
-2,330
106
– –
-7,976
107
– –
-5,321
1 2 3 4
5