BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$1.78M
3 +$503K
4
CSGP icon
CoStar Group
CSGP
+$418K
5
PEP icon
PepsiCo
PEP
+$392K

Top Sells

1 +$563K
2 +$538K
3 +$534K
4
BUD icon
AB InBev
BUD
+$441K
5
ROK icon
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
-3,315
102
-3,211