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
$610M
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$5.74M
3
+$3.8M
4
IMPV
Imperva, Inc.
IMPV
+$3.52M
5
VREX icon
Varex Imaging
VREX
+$3.44M

Top Sells

1
+$16.1M
2
+$7.38M
3
+$6.87M
4
PINC
Premier
PINC
+$6.03M
5
MINI
Mobile Mini Inc
MINI
+$5.97M

Sector Composition

1 Financials 23.53%
2 Technology 16.22%
3 Industrials 14.67%
4 Consumer Discretionary 9.47%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-184,475
102
– –
-305,850
103
– –
-39,925
104
– –
-78,338
105
– –
-79,750
106
– –
-62,256
107
– –
-197,900
108
– –
-38,300
109
– –
-87,725
1 2 3 4
5