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
$197M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$4.02M
3
+$2.48M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.47M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$2.42M

Top Sells

1
+$10.4M
2
+$9.67M
3
+$4.65M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$341K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$194K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USXF icon
26
iShares ESG Advanced MSCI USA ETF
USXF
$1.2B
$431K 0.22%
7,949
-3,587
ESGU icon
27
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$425K 0.22%
3,132
-18
VIG icon
28
Vanguard Dividend Appreciation ETF
VIG
$97.8B
$413K 0.21%
+1,999
DMXF icon
29
iShares ESG Advanced MSCI EAFE ETF
DMXF
$705M
$240K 0.12%
3,255
-32
ESGE icon
30
iShares ESG Aware MSCI EM ETF
ESGE
$5.56B
$222K 0.11%
+5,685
HYDB icon
31
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
– –
-7,577
XCEM icon
32
Columbia EM Core ex-China ETF
XCEM
$1.3B
– –
-166,458
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