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
+$4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.09M
3
+$1.55M
4
MCHP icon
Microchip Technology
MCHP
+$718K
5
UNH icon
UnitedHealth
UNH
+$714K

Top Sells

1
+$2M
2
+$364K
3
+$342K
4
ADBE icon
Adobe
ADBE
+$245K
5
VZ icon
Verizon
VZ
+$202K

Sector Composition

1 Technology 15.91%
2 Financials 13.91%
3 Communication Services 11.01%
4 Consumer Discretionary 9.18%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 11.33%
265,115
+7,142
2
$8.02M 7.24%
132,208
+3,635
3
$7.84M 7.08%
30,545
+8,119
4
$5.98M 5.4%
54,920
+5,520
5
$5.77M 5.21%
90,569
+24,385
6
$5.32M 4.8%
19,493
+1,304
7
$3.06M 2.76%
56,656
+4,916
8
$2.61M 2.36%
13,273
+2,376
9
$2.46M 2.22%
+105,580
10
$2.27M 2.05%
14,069
+414
11
$2.15M 1.94%
36,968
+12,370
12
$2.04M 1.84%
77,471
-21
13
$2.03M 1.83%
23,671
+1,739
14
$1.95M 1.76%
7,115
+1,881
15
$1.9M 1.71%
6,847
-170
16
$1.89M 1.7%
22,785
-327
17
$1.85M 1.67%
19,568
+1,775
18
$1.84M 1.66%
24,112
+2,949
19
$1.79M 1.61%
20,119
+527
20
$1.71M 1.55%
16,137
+6,657
21
$1.67M 1.5%
12,019
-191
22
$1.65M 1.49%
12,083
-326
23
$1.61M 1.45%
6,528
+1,584
24
$1.51M 1.36%
19,024
+3,351
25
$1.37M 1.23%
9,504
+2,135
1
2 3