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
$983M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$8.26M
3
+$7.64M
4
MTG icon
MGIC Investment
MTG
+$6.42M
5
ISIL
Intersil Corp
ISIL
+$5.9M

Top Sells

1
+$15.2M
2
+$13.8M
3
+$12.6M
4
CE icon
Celanese
CE
+$8.32M
5
PLOW icon
Douglas Dynamics
PLOW
+$7.21M

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 17.47%
3 Industrials 15.34%
4 Healthcare 14.56%
5 Financials 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.86M 0.9%
1,150,898
+25,650
52
$8.62M 0.88%
634,750
+219,550
53
$8.4M 0.85%
262,453
-88,175
54
$8.26M 0.84%
+157,500
55
$8.23M 0.84%
481,200
+1,000
56
$8.13M 0.83%
135,500
-138,800
57
$7.3M 0.74%
505,550
-7,050
58
$6.63M 0.67%
293,175
-82,050
59
$6.51M 0.66%
478,656
-200
60
$5.9M 0.6%
+407,700
61
$5.61M 0.57%
50,375
-123,800
62
$5.4M 0.55%
+181,200
63
$5.33M 0.54%
+121,105
64
$5.1M 0.52%
35,502
-2,115
65
$4.97M 0.51%
+278,550
66
$4.48M 0.46%
+262,458
67
$4.15M 0.42%
419
+81
68
$4.08M 0.42%
+158,800
69
$3.9M 0.4%
+140,250
70
$3.25M 0.33%
372,839
-67,290
71
$2.98M 0.3%
150,050
-37,390
72
$2.92M 0.3%
72,711
-50
73
$2.88M 0.29%
68,650
-36,675
74
$2.78M 0.28%
168,960
+650
75
$1.93M 0.2%
39,943
+5,778
1 2
3
4 5