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
$1.01B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.1M
3
+$10.3M
4
HNGR
Hanger Inc.
HNGR
+$8.69M
5
FTK icon
Flotek Industries
FTK
+$8.64M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$8.84M
4
ULTA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-168,960
102
– –
-68,650
103
– –
-6,500
104
– –
-22,740
1 2 3 4
5