BA

Broadview Advisors Portfolio holdings

AUM $324M
1-Year Est. Return 0.76%
This Quarter Est. Return
1 Year Est. Return
-0.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.2M
3
+$5.72M
4
VECO icon
Veeco
VECO
+$4.9M
5
DATA
Tableau Software, Inc.
DATA
+$3.92M

Top Sells

1
+$9.82M
2
+$7.96M
3
+$7.7M
4
STGW icon
Stagwell
STGW
+$6.51M
5
QLIK
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
+$6.28M

Sector Composition

1 Technology 23%
2 Financials 17.47%
3 Industrials 15.93%
4 Healthcare 12.25%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.47%
368,000
+37,500
27
$9.82M 1.39%
306,931
+5,100
28
$9.8M 1.39%
164,675
+1,650
29
$9.74M 1.38%
140,000
+1,050
30
$9.72M 1.38%
432,684
-35,200
31
$9.67M 1.37%
544,093
+17,324
32
$9.38M 1.33%
242,150
+60,800
33
$9.32M 1.32%
520,624
+78,851
34
$9.06M 1.28%
1,244,968
+12,064
35
$8.84M 1.25%
316,225
+50,400
36
$8.83M 1.25%
311,475
+4,100
37
$8.17M 1.16%
460,580
+4,950
38
$7.86M 1.11%
516,125
+5,200
39
$7.74M 1.1%
299,568
+106,932
40
$7.56M 1.07%
146,350
+1,650
41
$7.31M 1.04%
211,773
-69,350
42
$7.27M 1.03%
321,725
+450
43
$6.93M 0.98%
47,101
+475
44
$6.84M 0.97%
146,886
-24,200
45
$6.8M 0.96%
+126,600
46
$6.6M 0.93%
893,225
-416,750
47
$6.6M 0.93%
98,272
-13,300
48
$6.46M 0.91%
467,400
+283,050
49
$6.41M 0.91%
621,554
+103
50
$6.28M 0.89%
725,567
+246,389
1
2
3 4 5