BFA

Buttonwood Financial Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 13.39%
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$62.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.08M
3
+$1.07M
4
MCHP icon
Microchip Technology
MCHP
+$840K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$772K

Top Sells

1
+$870K
2
+$491K
3
+$379K
4
NEE icon
NextEra Energy
NEE
+$228K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$226K

Sector Composition

1 Financials 15.35%
2 Technology 14.05%
3 Communication Services 10.84%
4 Consumer Discretionary 6.39%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 10.57%
273,332
+17,335
2
$12.4M 5.47%
272,684
+16,921
3
$12.4M 5.46%
181,826
+3,162
4
$11.8M 5.18%
22,123
-191
5
$10.5M 4.61%
67,903
+3,771
6
$9.94M 4.37%
26,471
+476
7
$9.29M 4.08%
16,125
-657
8
$8.97M 3.94%
185,436
+22,420
9
$7.86M 3.45%
94,766
+5,567
10
$6.09M 2.68%
73,622
+3,531
11
$5.94M 2.61%
57,185
+10,325
12
$5.72M 2.51%
3,057
+180
13
$5.23M 2.3%
14,927
-47
14
$5.17M 2.27%
106,745
+17,359
15
$4.62M 2.03%
75,028
+1,196
16
$4.45M 1.96%
23,403
+113
17
$3.43M 1.51%
43,867
-152
18
$3.41M 1.5%
17,604
-596
19
$3.3M 1.45%
14,843
+81
20
$3.27M 1.44%
27,461
-40
21
$3.1M 1.36%
100,810
+1,401
22
$2.91M 1.28%
88,260
-6,850
23
$2.67M 1.17%
12,085
-286
24
$2.65M 1.16%
9,833
-181
25
$2.62M 1.15%
21,468
-415
1
2 3 4