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
$175M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$8.1M
3
+$1.29M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$689K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$334K

Top Sells

1
+$12.8M
2
+$3.14M
3
+$2.52M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.25M
5
IYW icon
iShares US Technology ETF
IYW
+$198K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$312K 0.18%
6,747
+225
27
$299K 0.17%
2,497
-415
28
$251K 0.14%
3,721
+306
29
$221K 0.13%
+5,020
30
– –
-30,209
1
2