BFG
Buttonwood Financial Group Portfolio holdings
AUM
$197M
This Quarter Return
-14.33%
1 Year Return
+12.85%
3 Year Return
+53.84%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-24%)
Cap. Flow
-$13.2M
Cap. Flow
% of AUM
-12.9%
Top 10 Holdings %
Top 10 Hldgs %
89.43%
Holding
23
New
4
Increased
7
Reduced
9
Closed
3
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
$7.93M |
| 2 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
$4.92M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.92M |
| 4 |
iShares US Infrastructure ETF
IFRA
|
$1.36M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
$1.27M |
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$11.3M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$7.11M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$5.51M |
| 4 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$3.5M |
| 5 |
iShares US Energy ETF
IYE
|
$1.54M |
