BFG
Buttonwood Financial Group Portfolio holdings
AUM
$197M
This Quarter Return
-1.98%
1 Year Return
+12.85%
3 Year Return
+53.84%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.55%
Holding
19
New
19
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$43.8M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$41.1M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$19.3M |
| 4 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$6.19M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.34M |
Top Sells
No sells this quarter
