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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$13.1M
3
+$9.32M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.46M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$455K 0.44%
+26,706
27
$447K 0.43%
+3,321
28
$434K 0.42%
+7,985
29
$410K 0.4%
+1,187
30
$388K 0.38%
+6,345
31
$362K 0.35%
+13,916
32
$308K 0.3%
+5,420
33
$273K 0.26%
+2,902
34
$271K 0.26%
+1,015
35
$266K 0.26%
+3,045
36
$246K 0.24%
+4,942
37
$244K 0.24%
+3,890
38
$218K 0.21%
+7,812
1
2