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
$129M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$69.3K
2
+$33K
3
+$32.4K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$25.8K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$23.1K

Top Sells

1
+$213K
2
+$191K
3
+$131K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$123K
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$109K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.79%
8,924
+26
27
$1.02M 0.79%
4,653
+3
28
$988K 0.76%
9,049
+34
29
$656K 0.51%
9,908
+144
30
$654K 0.51%
1,360
+3
31
$625K 0.48%
14,117
+51
32
$606K 0.47%
7,743
-112
33
$589K 0.46%
11,467
-2,131
34
$554K 0.43%
28,606
-3,574
35
$513K 0.4%
3,202
+14
36
$361K 0.28%
11,850
+308
37
$329K 0.25%
5,780
-349
38
$326K 0.25%
32,598
+331
39
$309K 0.24%
11,380
+256
40
$282K 0.22%
5,513
+21
41
$279K 0.22%
2,593
+215
42
$251K 0.19%
14,478
+42
43
$238K 0.18%
9,496
+260
44
$216K 0.17%
603
45
$209K 0.16%
488
-70
46
$205K 0.16%
1,465
+6
47
– –
-2,154
1
2