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
$212M
AUM Growth
-$802K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.93M
3
+$1.21M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.1M
5
HSY icon
Hershey
HSY
+$585K

Top Sells

1
+$1.58M
2
+$1.01M
3
+$700K
4
MMM icon
3M
MMM
+$487K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$430K

Sector Composition

1 Technology 14.93%
2 Financials 13.94%
3 Communication Services 11.75%
4 Consumer Discretionary 7.55%
5 Consumer Staples 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 8.87%
217,095
+22,268
2
$11.8M 5.56%
26,366
-3,528
3
$11.7M 5.51%
170,276
-1,061
4
$11.2M 5.3%
61,628
-2,363
5
$9.62M 4.54%
214,030
+26,988
6
$9.46M 4.46%
23,255
-147
7
$9.08M 4.28%
18,003
-1,389
8
$6.51M 3.07%
137,483
-1,661
9
$4.92M 2.32%
60,558
+13,544
10
$4.76M 2.25%
39,421
+18,738
11
$4.53M 2.14%
55,474
+1,382
12
$4.49M 2.12%
23,242
-572
13
$4.32M 2.04%
74,274
-644
14
$4.16M 1.96%
2,639
+77
15
$4.11M 1.94%
15,653
-395
16
$4.06M 1.92%
44,386
-834
17
$3.58M 1.69%
19,588
-185
18
$3.45M 1.63%
96,824
+970
19
$3.36M 1.58%
104,110
20
$3.26M 1.54%
28,354
+178
21
$3.17M 1.5%
43,044
-743
22
$3.17M 1.49%
15,028
-66
23
$2.86M 1.35%
12,110
-134
24
$2.69M 1.27%
22,683
-268
25
$2.56M 1.21%
25,808
-588
1
2 3 4 5