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
$111M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$323K
3
+$174K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$160K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$122K

Top Sells

1
+$432K
2
+$139K
3
+$91.3K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$78.1K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$73.4K

Sector Composition

1 Real Estate 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$559K 0.5%
3,587
+557
27
$557K 0.5%
33,218
+772
28
$508K 0.46%
9,452
-349
29
$452K 0.41%
8,287
+22
30
$418K 0.38%
6,268
-399
31
$418K 0.38%
1,137
+3
32
$380K 0.34%
14,790
+2,259
33
$337K 0.3%
4,999
-21
34
$280K 0.25%
963
+4
35
$256K 0.23%
5,230
+34
36
$244K 0.22%
12,832
+404
37
$241K 0.22%
3,532
-245
38
$122K 0.11%
+10,000
1
2