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
$668M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$8.64M
2 +$8.2M
3 +$6.37M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$4.07M
5
DKS icon
Dick's Sporting Goods
DKS
+$3.44M

Top Sells

1 +$13.8M
2 +$6.68M
3 +$6.21M
4
GNTX icon
Gentex
GNTX
+$6.18M
5
PRXL
Parexel International Corp
PRXL
+$4.95M

Sector Composition

1 Technology 19.99%
2 Industrials 18.69%
3 Financials 15.13%
4 Consumer Discretionary 12.37%
5 Healthcare 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-163,669