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
+$64K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$640K
3
+$577K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$257K
5
BUD icon
AB InBev
BUD
+$241K

Top Sells

1
+$605K
2
+$362K
3
+$123K
4
NFLX icon
Netflix
NFLX
+$104K
5
MCD icon
McDonald's
MCD
+$47.9K

Sector Composition

1 Technology 15.34%
2 Financials 14.76%
3 Communication Services 9.8%
4 Consumer Discretionary 9.65%
5 Consumer Staples 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 11.47%
277,704
+12,589
2
$7.85M 7.08%
132,735
+527
3
$7.22M 6.51%
30,830
+285
4
$7.07M 6.38%
116,903
+26,334
5
$5.63M 5.08%
20,426
+933
6
$5.63M 5.07%
56,800
+1,880
7
$2.87M 2.59%
61,856
+5,200
8
$2.47M 2.23%
24,257
+586
9
$2.46M 2.22%
13,335
+62
10
$2.44M 2.2%
105,580
11
$2.33M 2.1%
39,193
+2,225
12
$2.16M 1.95%
24,187
+75
13
$2.16M 1.95%
79,040
+1,569
14
$2.01M 1.81%
7,118
+3
15
$1.94M 1.75%
20,077
+509
16
$1.92M 1.73%
23,763
+978
17
$1.92M 1.73%
20,025
-94
18
$1.89M 1.71%
14,530
+461
19
$1.88M 1.7%
16,741
+604
20
$1.72M 1.55%
6,663
-184
21
$1.69M 1.53%
11,969
-50
22
$1.65M 1.49%
20,462
+1,438
23
$1.6M 1.45%
11,220
-863
24
$1.56M 1.41%
6,334
-194
25
$1.41M 1.27%
6,070
-446
1
2 3