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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
FELC icon
26
Fidelity Enhanced Large Cap Core ETF
FELC
$7.53B
$948K 0.65%
26,129
-18
VOO icon
27
Vanguard S&P 500 ETF
VOO
$973B
$867K 0.59%
1,451
-71
SCHE icon
28
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$787K 0.54%
23,899
-3,186
SCHF icon
29
Schwab International Equity ETF
SCHF
$64.6B
$756K 0.52%
30,545
-1,500
SPEM icon
30
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$749K 0.51%
15,970
-156
MDYV icon
31
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.58B
$723K 0.49%
8,494
+36
MDY icon
32
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$611K 0.42%
990
+4
IWN icon
33
iShares Russell 2000 Value ETF
IWN
$13.8B
$559K 0.38%
2,949
-64
IWR icon
34
iShares Russell Mid-Cap ETF
IWR
$54.4B
$453K 0.31%
4,660
+12
SCHB icon
35
Schwab US Broad Market ETF
SCHB
$42.4B
$387K 0.26%
15,411
+43
MUB icon
36
iShares National Muni Bond ETF
MUB
$45.2B
$349K 0.24%
3,290
+17
QQQ icon
37
Invesco QQQ Trust
QQQ
$476B
$269K 0.18%
465
VXF icon
38
Vanguard Extended Market ETF
VXF
$29.7B
$235K 0.16%
1,143
-50
SCHA icon
39
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$208K 0.14%
7,154
+8
SPY icon
40
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$206K 0.14%
317
-15
JNK icon
41
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.75B
– –
-2,538
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