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
$171M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.73M
3
+$4.49M
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$4.29M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.1M

Top Sells

1
+$2.95M
2
+$2.75M
3
+$2.67M
4
MBB icon
iShares MBS ETF
MBB
+$2.45M
5
IXC icon
iShares Global Energy ETF
IXC
+$1.57M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$360K 0.21%
3,150
+714
27
$341K 0.2%
7,577
+463
28
$210K 0.12%
3,287
-1,916
29
– –
-4,410
30
– –
-56,693
31
– –
-1,995
32
– –
-39,008
1
2