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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.57M
3
+$6.82M
4
MSFT icon
Microsoft
MSFT
+$6.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.79%
2 Communication Services 14.71%
3 Financials 14.62%
4 Consumer Discretionary 10.03%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 12.22%
+247,738
2
$8.57M 8.38%
+124,756
3
$6.82M 6.67%
+47,100
4
$6.33M 6.19%
+18,812
5
$5.55M 5.43%
+18,579
6
$4.28M 4.19%
+12,738
7
$4.25M 4.15%
+55,813
8
$3.44M 3.36%
+8,291
9
$3M 2.93%
+49,473
10
$2.65M 2.59%
+17,117
11
$2.41M 2.36%
+20,601
12
$2.37M 2.32%
+13,366
13
$2.04M 1.99%
+12,449
14
$1.98M 1.93%
+9,121
15
$1.95M 1.9%
+18,751
16
$1.89M 1.85%
+22,062
17
$1.85M 1.81%
+12,155
18
$1.66M 1.62%
+80,208
19
$1.63M 1.59%
+36,628
20
$1.62M 1.58%
+6,609
21
$1.54M 1.51%
+3,142
22
$1.53M 1.49%
+5,908
23
$1.45M 1.42%
+9,200
24
$1.36M 1.33%
+20,508
25
$1.36M 1.33%
+24,198
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