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
+$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$214K
3
+$213K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$205K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$65.4K

Top Sells

1
+$1.27M
2
+$744K
3
+$312K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$258K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$202K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.8%
4,650
+14
27
$1.03M 0.77%
8,898
-653
28
$1.02M 0.77%
9,015
-277
29
$710K 0.53%
13,598
-4,948
30
$666K 0.5%
1,357
+3
31
$659K 0.5%
9,764
+423
32
$650K 0.49%
14,066
-1,433
33
$635K 0.48%
32,180
-1,706
34
$622K 0.47%
7,855
+24
35
$529K 0.4%
3,188
-195
36
$379K 0.29%
11,542
-799
37
$350K 0.26%
6,129
-1,752
38
$332K 0.25%
32,267
+356
39
$304K 0.23%
11,124
+60
40
$282K 0.21%
5,492
+602
41
$256K 0.19%
2,378
+30
42
$251K 0.19%
14,436
+48
43
$241K 0.18%
9,236
-584
44
$239K 0.18%
558
+2
45
$214K 0.16%
+603
46
$213K 0.16%
+2,154
47
$205K 0.15%
+1,459
1
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