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
$169M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.87M
3
+$7.59M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.4M
5
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$2.07M

Top Sells

1
+$5.82M
2
+$4.35M
3
+$3.93M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.17M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$410K 0.24%
9,072
+2,059
27
$335K 0.2%
2,912
-44
28
$307K 0.18%
6,522
+1,627
29
$233K 0.14%
+3,415
30
– –
-17,361
31
– –
-4,804
32
– –
-77,877
1
2