BFA
Buttonwood Financial Advisors Portfolio holdings
AUM
$300M
1-Year Est. Return
18.76%
1 Year Est. Return
+18.76%
AUM
$290M
AUM Growth
+$41.3M
(+17%)
Holding
103
Top Buys
| 1 | +$4.89M | |
| 2 | +$4.17M | |
| 3 | +$3.66M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$3.05M |
| 5 |
ASML
ASML
|
+$2.68M |
Top Sells
| 1 | +$782K | |
| 2 | +$705K | |
| 3 | +$615K | |
| 4 |
American Express
AXP
|
+$240K |
| 5 |
Emerson Electric
EMR
|
+$151K |
Sector Composition
| 1 | Technology | 17.55% |
| 2 | Financials | 13.8% |
| 3 | Communication Services | 11.91% |
| 4 | Consumer Discretionary | 5.56% |
| 5 | Consumer Staples | 3.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.04B
| $232K | 0.08% |
1,785
-27
|
|
||
102
KLA
KLAC
$199B
| $230K | 0.08% |
+213
|
|
||
103
Cisco
CSCO
$312B
| $216K | 0.07% |
3,158
-28
|
|