BFG

Buttonwood Financial Group Portfolio holdings

AUM $163M
1-Year Est. Return 21.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$25.6M
3
+$17.1M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$13.9M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$6.7M

Top Sells

1
+$21.2M
2
+$17.3M
3
+$16M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$8.87M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$8.64M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$554K 0.24%
11,547
-67
27
$449K 0.19%
2,271
-94,528
28
$350K 0.15%
6,092
-1,857
29
$349K 0.15%
1,607
-392
30
$281K 0.12%
+2,324
31
$270K 0.12%
6,159
+474
32
– –
-3,255
33
– –
-24,003
34
– –
-25,626
1
2