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
$111M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.11M
3
+$1.09M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$775K
5
HD icon
Home Depot
HD
+$627K

Top Sells

1
+$1.62M
2
+$430K
3
+$267K
4
AAPL icon
Apple
AAPL
+$167K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$138K

Sector Composition

1 Technology 17%
2 Financials 15.62%
3 Communication Services 13.63%
4 Consumer Discretionary 8.96%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 11.28%
257,973
+10,235
2
$8.44M 7.62%
128,573
+3,817
3
$6.91M 6.24%
22,426
+3,614
4
$6.87M 6.2%
49,400
+2,300
5
$6.42M 5.79%
18,189
-390
6
$4.94M 4.46%
66,184
+10,371
7
$3.11M 2.8%
51,740
+2,267
8
$3.04M 2.74%
13,655
+917
9
$2.44M 2.2%
17,793
+676
10
$2.42M 2.18%
10,897
+1,776
11
$2.37M 2.13%
7,017
-1,274
12
$2.35M 2.12%
77,492
-2,716
13
$2.28M 2.06%
12,210
-239
14
$2.17M 1.95%
12,409
-957
15
$2M 1.81%
12,098
-57
16
$1.99M 1.79%
19,592
+841
17
$1.93M 1.74%
23,112
+1,050
18
$1.93M 1.74%
21,163
+562
19
$1.85M 1.67%
24,598
+14,532
20
$1.81M 1.63%
21,932
-130
21
$1.57M 1.41%
5,234
+2,095
22
$1.54M 1.39%
9,480
+3,340
23
$1.54M 1.39%
15,673
+2,076
24
$1.5M 1.35%
3,178
+36
25
$1.49M 1.34%
36,016
-612
1
2 3