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
$115M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.6M
3
+$3.9M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.02M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.02M

Top Sells

1
+$4.07M
2
+$3.96M
3
+$3.26M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.23M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.25M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-34,598
27
– –
-61,407
28
– –
-21,482
29
– –
-13,923
30
– –
-13,118
1
2