BFA
Buttonwood Financial Advisors Portfolio holdings
AUM
$299M
1-Year Est. Return
17.8%
1 Year Est. Return
+17.8%
AUM
$300M
AUM Growth
+$9.51M
(+3.3%)
Holding
106
Top Buys
| 1 | +$3.3M | |
| 2 | +$2.42M | |
| 3 | +$1.43M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.01M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$907K |
Top Sells
| 1 | +$1.16M | |
| 2 | +$904K | |
| 3 | +$833K | |
| 4 |
Arrow Electronics
ARW
|
+$792K |
| 5 |
AB InBev
BUD
|
+$731K |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Financials | 13.81% |
| 3 | Communication Services | 12.39% |
| 4 | Consumer Discretionary | 6.06% |
| 5 | Industrials | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Southern Company
SO
$104B
| $227K | 0.08% |
2,600
|
|
||
102
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.46B
| $218K | 0.07% |
1,659
-126
|
|
||
103
NextEra Energy
NEE
$188B
| $211K | 0.07% |
+2,625
|
|
||
104
Cisco
CSCO
$355B
| $203K | 0.07% |
2,635
-523
|
|
||
105
Kenvue
KVUE
$33.2B
| – | – |
-15,744
|
|
||
106
Diageo
DEO
$44.4B
| – | – |
-4,974
|
|