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
+$357K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$459K
3
+$403K
4
IYW icon
iShares US Technology ETF
IYW
+$293K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$245K

Top Sells

1
+$8.9M
2
+$8.29M
3
+$398K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$58.8K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$41.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$268K 0.19%
11,509
27
$234K 0.17%
4,895
28
– –
-88,104
29
– –
-192,542
1
2