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
$229M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$1.49M
3 +$1.26M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$777K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$630K

Top Sells

1 +$1.21M
2 +$463K
3 +$331K
4
KVUE icon
Kenvue
KVUE
+$266K
5
BA icon
Boeing
BA
+$257K

Sector Composition

1 Technology 14.7%
2 Financials 13.62%
3 Communication Services 10.88%
4 Consumer Discretionary 7.01%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,518