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
$102M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$730K
2
+$240K
3
+$229K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$71.1K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$70.6K

Top Sells

1
+$212K
2
+$173K
3
+$131K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$126K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$119K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$516K 0.5%
20,392
+2,792
27
$510K 0.5%
9,801
+209
28
$452K 0.44%
8,265
+164
29
$436K 0.43%
3,030
-21
30
$417K 0.41%
6,667
-80
31
$403K 0.39%
1,134
-29
32
$324K 0.32%
12,531
+1,581
33
$317K 0.31%
5,020
-380
34
$260K 0.25%
959
+4
35
$255K 0.25%
5,196
+235
36
$252K 0.25%
3,777
-73
37
$229K 0.22%
+12,428
38
– –
-2,473
1
2