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
$749M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$8.18M
3
+$7.43M
4
MTG icon
MGIC Investment
MTG
+$7.12M
5
CYBR icon
CyberArk
CYBR
+$6.56M

Top Sells

1
+$13.2M
2
+$10.2M
3
+$8.26M
4
ASTE icon
Astec Industries
ASTE
+$8.24M
5
BEAV
B/E Aerospace Inc
BEAV
+$6.64M

Sector Composition

1 Financials 21.95%
2 Technology 21.65%
3 Industrials 13.51%
4 Consumer Discretionary 11.64%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$268K 0.04%
7,600
+200
102
$233K 0.03%
1,900
103
– –
-23,175
104
– –
-58,267
105
– –
-49,950
106
– –
-5,600
107
– –
-32,906
108
– –
-563,904
109
– –
-44,041
110
– –
-28,736
111
– –
-18,700
112
– –
-499,318
1 2 3 4
5