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
$144M
AUM Growth
+$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$285K
3
+$63K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$61.4K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$51K

Top Sells

1
+$745K
2
+$484K
3
+$393K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$267K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$262K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.96%
24,100
+4
27
$1.33M 0.93%
26,547
+59
28
$1.25M 0.87%
25,554
+631
29
$1.16M 0.8%
21,086
+145
30
$965K 0.67%
5,823
+54
31
$846K 0.59%
22,499
+247
32
$743K 0.52%
12,467
+66
33
$716K 0.5%
26,176
-1,627
34
$694K 0.48%
8,280
+34
35
$590K 0.41%
5,527
+125
36
$589K 0.41%
1,570
+6
37
$484K 0.34%
8,550
+274
38
$314K 0.22%
4,871
-53
39
$294K 0.2%
15,568
+1,000
40
$293K 0.2%
29,980
+315
41
$276K 0.19%
2,144
+14
42
$258K 0.18%
11,226
+210
43
$248K 0.17%
3,775
-71
44
$245K 0.17%
4,852
+23
45
– –
-2,168
1
2