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

Top Buys

1
+$7.29M
2
+$7.26M
3
+$7.16M
4
AMN icon
AMN Healthcare
AMN
+$6.76M
5
CXT icon
Crane NXT
CXT
+$6.12M

Top Sells

1
+$9.87M
2
+$7.82M
3
+$5.95M
4
KFRC icon
Kforce
KFRC
+$4.93M
5
HIBB
Hibbett, Inc. Common Stock
HIBB
+$4.88M

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
– –
-13,973
102
– –
-89,000
103
– –
-99,629
104
– –
-40,150
105
– –
-4,600
106
– –
-96,293
107
– –
-37,050
108
– –
-5,950
109
– –
-26,692
110
– –
-19,000
1 2 3 4
5