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BFM

Broadview Financial Management Portfolio holdings

AUM $146M
1-Year Est. Return 16.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$104K
2
+$41.3K
3
+$39.9K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$12.3K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.53K

Top Sells

1
+$499K
2
+$464K
3
+$270K
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$247K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$154K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$183B
$23.4M 15.96%
258,139
-5,343
IVV icon
2
iShares Core S&P 500 ETF
IVV
$835B
$15.2M 10.4%
23,318
-225
BND icon
3
Vanguard Total Bond Market
BND
$156B
$11.2M 7.64%
151,932
-237
IVE icon
4
iShares S&P 500 Value ETF
IVE
$47.4B
$11M 7.49%
51,963
+57
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$73.5B
$10M 6.85%
88,666
-287
IJK icon
6
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$9.33M 6.37%
92,714
-1,006
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$8.18M 5.59%
117,308
-6,431
VEA icon
8
Vanguard FTSE Developed Markets ETF
VEA
$225B
$6.34M 4.33%
98,952
-4,091
IJJ icon
9
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.46B
$5.88M 4.02%
44,403
-29
IWD icon
10
iShares Russell 1000 Value ETF
IWD
$75.1B
$4.95M 3.38%
23,171
-329
IJS icon
11
iShares S&P Small-Cap 600 Value ETF
IJS
$7.85B
$3.47M 2.37%
29,277
-261
SCHG icon
12
Schwab US Large-Cap Growth ETF
SCHG
$58.9B
$3.38M 2.31%
115,945
+3,351
SCHX icon
13
Schwab US Large- Cap ETF
SCHX
$71B
$3.19M 2.18%
124,349
-1,341
IJT icon
14
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.5B
$2.77M 1.89%
19,130
-325
SCHV icon
15
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$2.69M 1.84%
88,327
-2,377
VNQ icon
16
Vanguard Real Estate ETF
VNQ
$37B
$2.61M 1.78%
29,456
+93
IJH icon
17
iShares Core S&P Mid-Cap ETF
IJH
$119B
$2.4M 1.64%
35,565
-147
IWB icon
18
iShares Russell 1000 ETF
IWB
$47.8B
$2.27M 1.55%
6,360
+12
IYR icon
19
iShares US Real Estate ETF
IYR
$4.76B
$1.99M 1.36%
21,091
+411
IWF icon
20
iShares Russell 1000 Growth ETF
IWF
$127B
$1.8M 1.23%
16,884
-8
MDYG icon
21
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.78B
$1.57M 1.07%
16,312
+421
IWS icon
22
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$1.52M 1.04%
10,434
-50
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$104B
$1.22M 0.83%
9,831
+14
IXUS icon
24
iShares Core MSCI Total International Stock ETF
IXUS
$57.1B
$1.01M 0.69%
11,680
-326
IWM icon
25
iShares Russell 2000 ETF
IWM
$78.5B
$951K 0.65%
3,834
-173
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