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
$686M
AUM Growth
+$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.52M
3
+$7.51M
4
CHRD icon
Chord Energy
CHRD
+$6.49M
5
CXT icon
Crane NXT
CXT
+$6.34M

Top Sells

1
+$9.89M
2
+$8.3M
3
+$5.37M
4
P
Pandora Media Inc
P
+$5.33M
5
ZION icon
Zions Bancorporation
ZION
+$4.75M

Sector Composition

1 Financials 22.64%
2 Technology 16.13%
3 Industrials 14.28%
4 Healthcare 13.43%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-89,000
102
– –
-40,150
103
– –
-4,600
104
– –
-96,293
105
– –
-37,050
106
– –
-5,950
107
– –
-266,924
108
– –
-99,629
109
– –
-13,973
110
– –
-19,000
1 2 3 4
5