BFG
Buttonwood Financial Group Portfolio holdings
AUM
$197M
This Quarter Return
-3.15%
1 Year Return
+12.85%
3 Year Return
+53.84%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+19%)
Cap. Flow
+$30.1M
Cap. Flow
% of AUM
21.93%
Top 10 Holdings %
Top 10 Hldgs %
81.33%
Holding
30
New
5
Increased
15
Reduced
8
Closed
2
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$8.9M |
| 2 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$8.29M |
| 3 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$5.99M |
| 4 |
Avantis US Equity ETF
AVUS
|
$4.79M |
| 5 |
iShares Global Energy ETF
IXC
|
$3.52M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.02M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$2.69M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.84M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.74M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$217K |
