BFG

Buttonwood Financial Group Portfolio holdings

AUM $188M
1-Year Est. Return 18.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$4.02M
3
+$2.48M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.47M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$2.42M

Top Sells

1
+$10.4M
2
+$9.67M
3
+$4.65M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$341K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$194K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.6M 13.48%
486,323
+8,039
2
$25.7M 13.05%
140,048
+4,921
3
$25M 12.67%
341,859
-142,507
4
$23.5M 11.93%
231,110
+5,161
5
$16.9M 8.56%
96,799
+23,090
6
$13.6M 6.93%
382,512
+240,968
7
$13M 6.59%
57,573
+10,730
8
$9.57M 4.86%
100,324
-101,388
9
$7.22M 3.66%
114,728
-971
10
$5.73M 2.91%
24,003
-461
11
$5.42M 2.75%
102,531
+2,042
12
$4.68M 2.37%
180,053
+18,495
13
$3.11M 1.58%
59,173
+1,312
14
$2.5M 1.27%
26,892
+202
15
$2.48M 1.26%
+51,337
16
$2.47M 1.26%
+50,170
17
$1.89M 0.96%
22,908
-33
18
$1.67M 0.85%
25,626
+363
19
$753K 0.38%
11,142
-10
20
$696K 0.35%
6,794
+238
21
$660K 0.34%
10,821
+55
22
$579K 0.29%
9,157
+256
23
$575K 0.29%
24,965
+2,290
24
$546K 0.28%
11,614
+162
25
$513K 0.26%
4,395
-207
1
2