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
$167M
AUM Growth
-$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$3.61M
3
+$995K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$251K
5
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$221K

Top Sells

1
+$9.86M
2
+$8.92M
3
+$6.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.78M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.56M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$221K 0.13%
+4,986
27
$206K 0.12%
+5,653
28
– –
-16,773
29
– –
-183,953
30
– –
-17,251
31
– –
-34,846
32
– –
-125,619
1
2