BFM
Broadview Financial Management Portfolio holdings
AUM
$147M
This Quarter Return
+4.42%
1 Year Return
+11.6%
3 Year Return
+41.98%
5 Year Return
+64.01%
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.48%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$17.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$13.1M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$9.32M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$8.46M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$7.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.26% |
