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
$706M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.2M
3
+$5.72M
4
VECO icon
Veeco
VECO
+$4.9M
5
DATA
Tableau Software, Inc.
DATA
+$3.92M

Top Sells

1
+$9.82M
2
+$7.96M
3
+$7.7M
4
STGW icon
Stagwell
STGW
+$6.51M
5
QLIK
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
+$6.28M

Sector Composition

1 Technology 23%
2 Financials 17.47%
3 Industrials 15.93%
4 Healthcare 12.25%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-28,375
102
– –
-107,750
103
– –
-29,418
104
– –
-117,850
105
– –
-222,250
106
– –
-58,575
107
– –
-212,149
1 2 3 4
5