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
$181M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.12M
3
+$338K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$329K
5
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$304K

Top Sells

1
+$1.02M
2
+$688K
3
+$412K
4
IYW icon
iShares US Technology ETF
IYW
+$273K
5
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$226K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$326K 0.18%
2,436
-214
27
$252K 0.14%
4,410
+304
28
$212K 0.12%
+1,995
29
– –
-4,860
30
– –
-4,986
31
– –
-5,653
1
2