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

Top Buys

1
+$8.9M
2
+$8.29M
3
+$5.99M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$4.79M
5
IXC icon
iShares Global Energy ETF
IXC
+$3.52M

Top Sells

1
+$3.02M
2
+$2.69M
3
+$1.84M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.74M
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
– –
-55,895
30
– –
-2,270
1
2