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
$101M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$165K
3
+$152K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$117K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$94K

Top Sells

1
+$444K
2
+$273K
3
+$251K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$223K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$182K

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$477K 0.47%
9,592
+2
27
$449K 0.44%
17,600
+3,684
28
$443K 0.44%
8,101
+116
29
$415K 0.41%
3,051
-270
30
$408K 0.4%
6,747
+402
31
$397K 0.39%
1,163
-24
32
$314K 0.31%
10,950
+3,138
33
$314K 0.31%
5,400
-20
34
$251K 0.25%
955
-60
35
$245K 0.24%
4,961
+19
36
$238K 0.24%
3,850
-40
37
$212K 0.21%
2,473
-572
38
– –
-2,902
1
2