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
$721M
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.55M
3
+$5.54M
4
BEAV
B/E Aerospace Inc
BEAV
+$4.32M
5
MTG icon
MGIC Investment
MTG
+$4.24M

Top Sells

1
+$27.2M
2
+$13.2M
3
+$11.2M
4
VMC icon
Vulcan Materials
VMC
+$10.1M
5
HXL icon
Hexcel
HXL
+$9.18M

Sector Composition

1 Technology 16.82%
2 Financials 16.59%
3 Consumer Discretionary 16.38%
4 Industrials 14.41%
5 Healthcare 12.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.59M 0.78%
292,166
+1,325
52
$5.55M 0.77%
+228,600
53
$5.29M 0.73%
195,725
-102,900
54
$4.87M 0.68%
219,875
+105,175
55
$4.43M 0.61%
231,550
-133,500
56
$4.32M 0.6%
+98,450
57
$4.24M 0.59%
67,275
-6,825
58
$4.15M 0.58%
304,200
-111,725
59
$4.07M 0.56%
133,411
-140,269
60
$3.92M 0.54%
+357,900
61
$3.49M 0.48%
+332,578
62
$3.38M 0.47%
135,775
-97,300
63
$2.71M 0.38%
271,054
-236,771
64
$2.58M 0.36%
562,217
-316,850
65
$2.47M 0.34%
93,025
-81,450
66
$2.33M 0.32%
372,211
+2,285
67
$2.09M 0.29%
265,011
-125
68
$2.03M 0.28%
444
+4
69
$2.02M 0.28%
143,286
-146,575
70
$1.9M 0.26%
107,092
+85,880
71
$1.76M 0.24%
139,373
-123,727
72
$1.5M 0.21%
21,525
+1,725
73
$1.03M 0.14%
24,460
-9,537
74
$1.02M 0.14%
34,000
75
$1.01M 0.14%
61,550
1 2
3
4 5