BFG

Buttonwood Financial Group Portfolio holdings

AUM $163M
1-Year Est. Return 21.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$9.26M
3
+$5.89M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$2.29M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.21M

Top Sells

1
+$22.2M
2
+$13.7M
3
+$6.3M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$5.13M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$4.02M

Sector Composition

1 Materials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYSB
26
iShares Systematic Bond ETF
SYSB
$1.03B
$323K 0.2%
3,633
+644
ESGU icon
27
iShares ESG Aware MSCI USA ETF
ESGU
$17.2B
$286K 0.18%
2,025
-229
EAGG icon
28
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.71B
$255K 0.16%
5,367
+1,150
DSI icon
29
iShares MSCI KLD 400 Social ETF
DSI
$5.27B
$248K 0.15%
2,045
-492
SPTL icon
30
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.1B
$237K 0.15%
8,993
-192,527
ESGE icon
31
iShares ESG Aware MSCI EM ETF
ESGE
$6.82B
– –
-4,380
FTEC icon
32
Fidelity MSCI Information Technology Index ETF
FTEC
$19.9B
– –
-10,924
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$74.3B
– –
-1,624
MGC icon
34
Vanguard Mega Cap 300 Index ETF
MGC
$9.82B
– –
-15,800
USXF icon
35
iShares ESG Advanced MSCI USA ETF
USXF
$1.4B
– –
-3,589
VIG icon
36
Vanguard Dividend Appreciation ETF
VIG
$107B
– –
-1,607
HIMU
37
iShares High Yield Muni Active ETF
HIMU
$2.13B
– –
-76,833
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