BFG

Buttonwood Financial Group Portfolio holdings

AUM $188M
1-Year Est. Return 18.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.32%
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
26
$431K 0.22%
7,949
-3,587
27
$425K 0.22%
3,132
-18
28
$413K 0.21%
+1,999
29
$240K 0.12%
3,255
-32
30
$222K 0.11%
+5,685
31
– –
-7,577
32
– –
-166,458
1
2