BFG

Buttonwood Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 17.1%
This Quarter Est. Return
1 Year Est. Return
+17.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$3.61M
3
+$995K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$251K
5
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$221K

Top Sells

1
+$9.86M
2
+$8.92M
3
+$6.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.78M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.56M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.6M 21.39%
528,039
+146,132
2
$23.4M 14.02%
472,302
+157
3
$21.8M 13.05%
121,338
-1,597
4
$20.7M 12.4%
217,260
+37,924
5
$16.8M 10.06%
202,233
-118,871
6
$11M 6.62%
72,792
-1,189
7
$7.31M 4.39%
251,568
-32,137
8
$6.65M 3.99%
203,633
+30,461
9
$4.8M 2.88%
50,131
-522
10
$3.71M 2.23%
17,974
-1,051
11
$2.62M 1.57%
48,941
+256
12
$2.61M 1.57%
55,607
+134
13
$1.76M 1.06%
22,344
+318
14
$1.53M 0.92%
37,729
+551
15
$1.46M 0.87%
21,925
-290
16
$753K 0.45%
12,005
-532
17
$673K 0.4%
11,353
-1,238
18
$555K 0.33%
23,314
+1,804
19
$528K 0.32%
4,857
-322
20
$519K 0.31%
10,570
+864
21
$367K 0.22%
7,544
+797
22
$353K 0.21%
4,895
+1,174
23
$334K 0.2%
2,650
+153
24
$251K 0.15%
+4,106
25
$226K 0.14%
4,860
-160
1
2