BFG
Buttonwood Financial Group Portfolio holdings
AUM
$197M
This Quarter Return
+8.41%
1 Year Return
+12.85%
3 Year Return
+53.84%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+23%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
12.4%
Top 10 Holdings %
Top 10 Hldgs %
81.73%
Holding
32
New
5
Increased
17
Reduced
7
Closed
3
Top Buys
| 1 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$13.3M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$8.87M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$7.59M |
| 4 |
BlackRock Flexible Income ETF
BINC
|
$2.4M |
| 5 |
Columbia EM Core ex-China ETF
XCEM
|
$2.07M |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$5.82M |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$4.35M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$3.93M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.17M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2M |
