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
$181M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.12M
3
+$338K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$329K
5
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$304K

Top Sells

1
+$1.02M
2
+$688K
3
+$412K
4
IYW icon
iShares US Technology ETF
IYW
+$273K
5
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$226K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.1M 21.08%
532,192
+4,153
2
$24.1M 13.34%
453,201
-19,101
3
$22.5M 12.44%
122,033
+695
4
$21.6M 11.95%
213,188
-4,072
5
$17.9M 9.93%
194,755
-7,478
6
$11.7M 6.49%
71,132
-1,660
7
$6.9M 3.82%
264,162
+12,594
8
$6.52M 3.61%
213,590
+9,957
9
$5.19M 2.88%
+23,291
10
$4.89M 2.71%
53,329
+3,198
11
$3.94M 2.18%
17,867
-107
12
$2.75M 1.52%
52,490
+3,549
13
$2.75M 1.52%
56,693
+1,086
14
$2.12M 1.17%
+40,551
15
$1.87M 1.04%
23,720
+1,376
16
$1.57M 0.87%
39,008
+1,279
17
$1.43M 0.79%
22,426
+501
18
$738K 0.41%
11,118
-887
19
$594K 0.33%
10,156
-1,197
20
$565K 0.31%
10,802
+232
21
$519K 0.29%
22,794
-520
22
$512K 0.28%
4,450
-407
23
$386K 0.21%
8,292
+748
24
$350K 0.19%
5,203
+308
25
$338K 0.19%
+7,114
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