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BA
Broadview Advisors Portfolio holdings
AUM
$324M
1-Year Est. Return
0.76%
This Fund
S&P 500
1 Year Est. Return
-0.76%
AUM
$367M
AUM Growth
+$20.1M
(+5.8%)
Holding
105
Top Buys
| 1 | +$4.01M | |
| 2 | +$3.85M | |
| 3 | +$3.69M | |
| 4 |
Hain Celestial
HAIN
|
+$3.23M |
| 5 |
Renasant Corp
RNST
|
+$2.29M |
Top Sells
| 1 | +$7.3M | |
| 2 | +$6.34M | |
| 3 | +$4.78M | |
| 4 |
CHUY
Chuy's Holdings, Inc. Common Stock
CHUY
|
+$4.21M |
| 5 |
P
Everpure Inc
P
|
+$3.7M |
Sector Composition
| 1 | Industrials | 22.23% |
| 2 | Technology | 20.45% |
| 3 | Financials | 18.85% |
| 4 | Healthcare | 8.87% |
| 5 | Consumer Discretionary | 8.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
First Horizon
FHN
$11.8B
| – | – |
-22,450
|
|
||
102
State Street SPDR S&P Regional Banking ETF
KRE
$4.2B
| – | – |
-13,825
|
|
||
103
Pediatrix Medical
MD
$2.02B
| – | – |
-72,275
|
|
||
104
MetLife
MET
$56.6B
| – | – |
-5,550
|
|
||
|
MRC
105
DELISTED
MRC Global
MRC
| – | – |
-149,374
|
|