BA
Broadview Advisors Portfolio holdings
AUM
$324M
This Quarter Return
+5.83%
1 Year Return
-0.76%
3 Year Return
+65.26%
5 Year Return
+87.92%
10 Year Return
–
AUM
$1.01B
AUM Growth
+$1.01B
(+2.6%)
Cap. Flow
-$6.06M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
27.69%
Holding
104
New
10
Increased
27
Reduced
50
Closed
9
Top Buys
| 1 |
MDRX
Veradigm Inc. Common Stock
MDRX
|
$11.4M |
| 2 |
Renasant Corp
RNST
|
$11.1M |
| 3 |
Wolfspeed
WOLF
|
$10.3M |
| 4 |
HNGR
Hanger Inc.
HNGR
|
$8.69M |
| 5 |
Flotek Industries
FTK
|
$8.64M |
Top Sells
| 1 |
Edwards Lifesciences
EW
|
$12.9M |
| 2 |
Fortinet
FTNT
|
$12.7M |
| 3 |
Sealed Air
SEE
|
$8.84M |
| 4 |
Ulta Beauty
ULTA
|
$6.84M |
| 5 |
NXTM
NxStage Medical Inc.
NXTM
|
$6.81M |
Sector Composition
| 1 | Technology | 17.74% |
| 2 | Consumer Discretionary | 17.49% |
| 3 | Industrials | 14.7% |
| 4 | Financials | 12.83% |
| 5 | Healthcare | 12.63% |