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
51
$6.2M 0.88%
+177,000
52
$6.18M 0.88%
96,692
-23,300
53
$6.11M 0.87%
2,332
+724
54
$6.04M 0.86%
563,904
-607,006
55
$5.49M 0.78%
163,094
+1,800
56
$5.45M 0.77%
243,900
+21,600
57
$5.08M 0.72%
58,267
+609
58
$4.74M 0.67%
111,350
+1,500
59
$4.34M 0.62%
243,380
+145,930
60
$4.32M 0.61%
372,073
-462,700
61
$4.01M 0.57%
150,491
+64,036
62
$4.01M 0.57%
225,400
+102,100
63
$3.92M 0.56%
+71,000
64
$3.9M 0.55%
58,417
+1,069
65
$3.87M 0.55%
49,950
+350
66
$3.62M 0.51%
+23,300
67
$2.76M 0.39%
126,244
+1,871
68
$2.58M 0.37%
45,450
-33,500
69
$2.56M 0.36%
37,150
-100
70
$2.04M 0.29%
53,893
+1,350
71
$2M 0.28%
28,736
-27,950
72
$1.98M 0.28%
+25,600
73
$1.8M 0.26%
102,675
+300
74
$1.26M 0.18%
+95,450
75
$1.19M 0.17%
44,041
-550
1 2
3
4 5