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
$119M
AUM Growth
-$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$12.2K
3
+$8.08K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$7.17K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$7.16K

Top Sells

1
+$2.02M
2
+$1.66M
3
+$980K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$929K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$926K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.86%
12,565
-1,279
27
$976K 0.82%
62,144
-9,128
28
$945K 0.8%
6,307
-654
29
$921K 0.78%
17,428
-3,539
30
$904K 0.76%
24,738
-8,124
31
$784K 0.66%
11,161
-33
32
$566K 0.48%
13,050
-644
33
$513K 0.43%
1,515
+36
34
$490K 0.41%
8,548
-4,411
35
$478K 0.4%
17,846
-4,559
36
$456K 0.38%
7,832
+123
37
$407K 0.34%
3,674
+1,805
38
$363K 0.31%
3,652
-1,609
39
$292K 0.25%
31,082
+366
40
$262K 0.22%
2,425
-50
41
$257K 0.22%
4,346
-1,007
42
$255K 0.21%
14,916
-336
43
$231K 0.19%
4,475
+139
44
$227K 0.19%
815
+1
45
– –
-4,370
1
2