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
$100M
AUM Growth
-$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.46M
3
+$2.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.15M
5
MBB icon
iShares MBS ETF
MBB
+$1.8M

Top Sells

1
+$19.5M
2
+$8.9M
3
+$6.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.28M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-386,853
27
– –
-9,230
28
– –
-17,094
29
– –
-19,543
30
– –
-24,082
31
– –
-23,646
32
– –
-4,223
33
– –
-3,067
34
– –
-22,897
35
– –
-14,190
1
2