BA

Broadview Advisors Portfolio holdings

AUM $324M
1-Year Est. Return 0.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$6.68M
3
+$5.24M
4
MAN icon
ManpowerGroup
MAN
+$4.69M
5
LDRH
LDR HOLDINGS CORP COM STK
LDRH
+$4.26M

Top Sells

1
+$8.39M
2
+$7.14M
3
+$6.62M
4
MTW icon
Manitowoc
MTW
+$5.84M
5
MTG icon
MGIC Investment
MTG
+$5.49M

Sector Composition

1 Technology 17.43%
2 Financials 16.59%
3 Industrials 16.58%
4 Consumer Discretionary 15.09%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-265,011
102
– –
-429,496
103
– –
-6,875
104
– –
-162
105
– –
-271,054
106
– –
-67,275
107
– –
-93,025
108
– –
-7,400
109
– –
-195,725
110
– –
-57,000
1 2 3 4
5