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
$128M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$976K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$962K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$933K

Top Sells

1
+$1.76M
2
+$880K
3
+$668K
4
EMR icon
Emerson Electric
EMR
+$643K
5
JPM icon
JPMorgan Chase
JPM
+$556K

Sector Composition

1 Consumer Staples 0%
2 Financials 0%
3 Healthcare 0%
4 Industrials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.98%
8,007
+556
27
$1.1M 0.85%
20,859
+7,580
28
$947K 0.74%
18,803
+8,963
29
$844K 0.66%
5,515
+3,055
30
$799K 0.62%
22,343
-82
31
$667K 0.52%
+25,627
32
$665K 0.52%
12,322
+808
33
$641K 0.5%
8,312
+1,099
34
$636K 0.5%
6,003
-301
35
$463K 0.36%
8,309
+15
36
$421K 0.33%
1,220
+4
37
$289K 0.23%
4,834
+9
38
$276K 0.22%
29,350
39
$271K 0.21%
+2,400
40
$269K 0.21%
12,088
+36
41
$262K 0.2%
929
-39
42
$238K 0.19%
1,986
+8
43
$237K 0.18%
4,762
+530
44
$218K 0.17%
+3,611
45
$213K 0.17%
+12,200
46
– –
-4,595
47
– –
-1,960
48
– –
-10,760
49
– –
-7,000
50
– –
-4,278
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2
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