BA
Broadview Advisors Portfolio holdings
AUM
$324M
1-Year Return
0.76%
This Quarter Return
+9.58%
1 Year Return
-0.76%
3 Year Return
+65.26%
5 Year Return
+87.92%
10 Year Return
–
AUM
$983M
AUM Growth
+$67.5M
(+7.4%)
Cap. Flow
-$8.84M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
27.28%
Holding
106
New
19
Increased
39
Reduced
33
Closed
12
Top Buys
| 1 |
CHUY
Chuy's Holdings, Inc. Common Stock
CHUY
|
$9.89M |
| 2 |
Sensata Technologies
ST
|
$8.26M |
| 3 |
Hilltop Holdings
HTH
|
$7.64M |
| 4 |
MGIC Investment
MTG
|
$6.42M |
| 5 |
ISIL
Intersil Corp
ISIL
|
$5.9M |
Top Sells
| 1 |
TIBX
TIBCO SOFTWARE INC
TIBX
|
$15.2M |
| 2 |
Universal Health Services
UHS
|
$13.8M |
| 3 |
BNNY
ANNIES INC COMMON STOCK (DE)
BNNY
|
$12.6M |
| 4 |
Celanese
CE
|
$8.32M |
| 5 |
Douglas Dynamics
PLOW
|
$7.21M |
Sector Composition
| 1 | Consumer Discretionary | 18.78% |
| 2 | Technology | 17.47% |
| 3 | Industrials | 15.34% |
| 4 | Healthcare | 14.56% |
| 5 | Financials | 11.87% |