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
$110M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.22M
3
+$2.31M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.31M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$801K

Top Sells

1
+$3.11M
2
+$2.28M
3
+$1.54M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$1.13M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$946K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$326K 0.3%
3,067
-14,417
27
$289K 0.26%
4,027
+402
28
$238K 0.22%
+7,765
1
2