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
$137M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$8.75M
3
+$6.32M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$5.13M
5
IXC icon
iShares Global Energy ETF
IXC
+$3.46M

Top Sells

1
+$3.02M
2
+$2.82M
3
+$1.92M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.85M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$217K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$244K 0.18%
11,509
+1,140
27
$237K 0.17%
7,013
+7
28
$217K 0.16%
4,895
-352
29
– –
-2,270
30
– –
-55,895
1
2