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
76
$1.96M 0.26%
+50,000
77
$1.25M 0.17%
24,000
+100
78
$1.19M 0.16%
96,000
79
$1.14M 0.15%
120,700
80
$1.08M 0.14%
+48,700
81
$1.05M 0.14%
30,250
+1,200
82
$1.05M 0.14%
30,331
83
$981K 0.13%
+47,350
84
$951K 0.13%
19,803
+168
85
$932K 0.12%
11,100
+200
86
$900K 0.12%
23,100
87
$875K 0.12%
13,400
88
$825K 0.11%
31,275
+2,950
89
$797K 0.11%
+11,200
90
$772K 0.1%
+20,000
91
$748K 0.1%
+6,500
92
$722K 0.1%
17,527
-1,505
93
$721K 0.1%
+15,000
94
$694K 0.09%
29,700
+100
95
$629K 0.08%
15,600
96
$589K 0.08%
11,071
+62
97
$582K 0.08%
+32,150
98
$505K 0.07%
5,850
99
$465K 0.06%
+39,600
100
$421K 0.06%
25,800
-1,700
1 2 3
4
5