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
$133M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$470K
2
+$368K
3
+$240K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$229K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$203K

Top Sells

1
+$246K
2
+$161K
3
+$102K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$94K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$77.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.96%
26,166
-1,453
27
$1.25M 0.94%
22,989
+2,130
28
$1.05M 0.79%
20,546
+1,743
29
$892K 0.67%
5,738
+223
30
$788K 0.59%
22,018
-325
31
$697K 0.52%
26,570
+943
32
$691K 0.52%
12,365
+43
33
$643K 0.48%
8,219
-93
34
$589K 0.44%
5,532
-471
35
$477K 0.36%
8,332
+23
36
$434K 0.33%
1,223
+3
37
$288K 0.22%
4,728
-106
38
$281K 0.21%
29,350
39
$256K 0.19%
2,121
+135
40
$253K 0.19%
865
-64
41
$248K 0.19%
11,156
-932
42
$242K 0.18%
4,796
+34
43
$241K 0.18%
13,468
+1,268
44
$228K 0.17%
1,977
-423
45
$220K 0.17%
3,627
+16
46
$203K 0.15%
+2,148
1
2