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
$749M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$8.18M
3
+$7.43M
4
MTG icon
MGIC Investment
MTG
+$7.12M
5
CYBR icon
CyberArk
CYBR
+$6.56M

Top Sells

1
+$13.2M
2
+$10.2M
3
+$8.26M
4
ASTE icon
Astec Industries
ASTE
+$8.24M
5
BEAV
B/E Aerospace Inc
BEAV
+$6.64M

Sector Composition

1 Financials 21.95%
2 Technology 21.65%
3 Industrials 13.51%
4 Consumer Discretionary 11.64%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.11M 0.82%
74,200
+48,600
52
$6.1M 0.82%
158,950
+32,350
53
$5.94M 0.79%
+230,950
54
$5.92M 0.79%
981,975
+88,750
55
$5.89M 0.79%
624,149
+2,595
56
$4.74M 0.63%
83,686
-63,200
57
$4.6M 0.61%
94,393
+40,500
58
$4.58M 0.61%
228,400
+3,000
59
$4.43M 0.59%
262,724
-257,900
60
$4.24M 0.57%
149,023
-62,750
61
$4.08M 0.54%
152,291
+1,800
62
$4M 0.53%
105,000
-6,350
63
$3.99M 0.53%
23,500
+200
64
$3.72M 0.5%
70,100
+24,650
65
$3.35M 0.45%
52,963
-5,454
66
$3.34M 0.45%
+100,850
67
$3.17M 0.42%
126,532
+288
68
$3.14M 0.42%
45,384
-119,291
69
$3.1M 0.41%
283,173
-88,900
70
$2.58M 0.34%
37,200
+50
71
$2.47M 0.33%
114,028
-253,972
72
$2.45M 0.33%
104,500
-139,400
73
$2.26M 0.3%
+28,750
74
$2.17M 0.29%
36,100
-110,250
75
$2.04M 0.27%
103,675
+1,000
1 2
3
4 5