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
$927M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$10.8M
4
QLIK
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
+$8.35M
5
MAS icon
Masco
MAS
+$6.83M

Top Sells

1
+$12.1M
2
+$9.9M
3
+$7.99M
4
ITGR icon
Integer Holdings
ITGR
+$7.87M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$7.6M

Sector Composition

1 Industrials 20.34%
2 Consumer Discretionary 15.49%
3 Technology 13.76%
4 Healthcare 9.95%
5 Financials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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113
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-315,444
114
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-134,250
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5