BFG

Buttonwood Financial Group Portfolio holdings

AUM $188M
1-Year Est. Return 18.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.48M
3
+$1.79M
4
SYSB
iShares Systematic Bond ETF
SYSB
+$269K

Top Sells

1
+$15.4M
2
+$15.1M
3
+$7.15M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$5.23M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$3.47M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
26
Vanguard Dividend Appreciation ETF
VIG
$104B
$361K 0.19%
1,607
ESGU icon
27
iShares ESG Aware MSCI USA ETF
ESGU
$15.5B
$341K 0.18%
2,254
-2,203
DSI icon
28
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
$333K 0.18%
2,537
-1,888
SYSB
29
iShares Systematic Bond ETF
SYSB
$800M
$269K 0.14%
+2,989
USXF icon
30
iShares ESG Advanced MSCI USA ETF
USXF
$1.19B
$212K 0.11%
3,589
-2,503
EAGG icon
31
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.57B
$202K 0.11%
4,217
-7,330
IVW icon
32
iShares S&P 500 Growth ETF
IVW
$63.4B
$202K 0.11%
1,624
-700
ESGE icon
33
iShares ESG Aware MSCI EM ETF
ESGE
$6.17B
$202K 0.11%
4,380
-1,779
IYW icon
34
iShares US Technology ETF
IYW
$19.5B
– –
-2,271
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