BFG
Buttonwood Financial Group Portfolio holdings
AUM
$197M
This Quarter Return
+1.05%
1 Year Return
+12.85%
3 Year Return
+53.84%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+8.3%)
Cap. Flow
+$6.45M
Cap. Flow
% of AUM
3.57%
Top 10 Holdings %
Top 10 Hldgs %
88.24%
Holding
31
New
4
Increased
14
Reduced
10
Closed
3
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$5.19M |
| 2 |
iShares Gold Trust
IAU
|
$2.12M |
| 3 |
iShares High Yield Systematic Bond ETF
HYDB
|
$338K |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$329K |
| 5 |
Columbia EM Core ex-China ETF
XCEM
|
$304K |
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $326K | 0.18% |
2,436
-214
| -8% | -$28.7K |
|
27
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
| $252K | 0.14% |
4,410
+304
| +7% | +$17.4K |
|
28
iShares S&P 500 Growth ETF
IVW
$63.2B
| $212K | 0.12% |
+1,995
| New | +$212K |
|
29
iShares ESG Aware MSCI EM ETF
ESGE
$5.1B
| – | – |
-5,653
| Closed | -$206K |
|
30
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$745M
| – | – |
-4,986
| Closed | -$221K |
|
31
iShares Investment Grade Systematic Bond ETF
IGEB
$1.33B
| – | – |
-4,860
| Closed | -$226K |
|