BFM

Broadview Financial Management Portfolio holdings

AUM $147M
1-Year Est. Return 11.6%
This Quarter Est. Return
1 Year Est. Return
+11.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.36M
3
+$852K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$574K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$373K

Top Sells

1
+$1.17M
2
+$647K
3
+$286K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$246K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$227K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHE icon
26
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$936K 0.64%
31,060
-84
IXUS icon
27
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$931K 0.63%
12,039
-1,181
IWM icon
28
iShares Russell 2000 ETF
IWM
$69.5B
$921K 0.63%
4,267
-59
VOO icon
29
Vanguard S&P 500 ETF
VOO
$758B
$774K 0.53%
1,362
-30
SCHF icon
30
Schwab International Equity ETF
SCHF
$52.3B
$689K 0.47%
31,156
-198
SPEM icon
31
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$688K 0.47%
16,097
+119
MDYV icon
32
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.42B
$682K 0.46%
8,580
+293
MDY icon
33
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
$585K 0.4%
1,033
-5
IWN icon
34
iShares Russell 2000 Value ETF
IWN
$12B
$467K 0.32%
2,962
+13
IWR icon
35
iShares Russell Mid-Cap ETF
IWR
$44.5B
$430K 0.29%
4,672
-45
SCHB icon
36
Schwab US Broad Market ETF
SCHB
$37.2B
$364K 0.25%
15,276
+45
JNK icon
37
SPDR Bloomberg High Yield Bond ETF
JNK
$8.15B
$278K 0.19%
2,854
+30
QQQ icon
38
Invesco QQQ Trust
QQQ
$383B
$244K 0.17%
443
+1
VXF icon
39
Vanguard Extended Market ETF
VXF
$24.2B
$229K 0.16%
1,190
+3
SPY icon
40
SPDR S&P 500 ETF Trust
SPY
$661B
$207K 0.14%
+334
IWP icon
41
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
– –
-2,095
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