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
$721M
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.55M
3
+$5.54M
4
BEAV
B/E Aerospace Inc
BEAV
+$4.32M
5
MTG icon
MGIC Investment
MTG
+$4.24M

Top Sells

1
+$27.2M
2
+$13.2M
3
+$11.2M
4
VMC icon
Vulcan Materials
VMC
+$10.1M
5
HXL icon
Hexcel
HXL
+$9.18M

Sector Composition

1 Technology 16.82%
2 Financials 16.59%
3 Consumer Discretionary 16.38%
4 Industrials 14.41%
5 Healthcare 12.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-143,053
102
– –
-7,850
103
– –
-89,200
104
– –
-562,150
105
– –
-12,900
106
– –
-210,855
1 2 3 4
5