BFG

Buttonwood Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 17.1%
This Quarter Est. Return
1 Year Est. Return
+17.1%
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
+$4.27M
2
+$3.24M
3
+$2.28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.28M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$792K

Top Sells

1
+$3.09M
2
+$2.26M
3
+$1.53M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$1.14M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$804K

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