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
$130M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$218K
3
+$207K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$183K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$148K

Top Sells

1
+$2.93M
2
+$846K
3
+$779K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$512K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$496K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.94%
12,673
+108
27
$1.18M 0.91%
6,035
-272
28
$1.17M 0.9%
41,862
-7,122
29
$1.04M 0.8%
57,862
-4,282
30
$1.04M 0.79%
18,620
+1,192
31
$1.03M 0.79%
24,511
-227
32
$927K 0.71%
10,090
-1,071
33
$664K 0.51%
11,972
-1,078
34
$587K 0.45%
1,398
-117
35
$586K 0.45%
8,552
+4
36
$530K 0.41%
17,284
-562
37
$481K 0.37%
3,650
-2
38
$461K 0.35%
7,869
+37
39
$308K 0.24%
31,458
+376
40
$266K 0.2%
2,456
+31
41
$262K 0.2%
3,433
-913
42
$257K 0.2%
818
+3
43
$253K 0.19%
11,360
-3,556
44
$252K 0.19%
4,876
+401
45
$218K 0.17%
+14,346
46
$207K 0.16%
+554
1
2