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
$140M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.06M
3
+$581K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$469K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$434K

Top Sells

1
+$414K
2
+$150K
3
+$107K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$85.1K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$78.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.83%
23,708
-28
27
$1.06M 0.76%
+46,290
28
$1.05M 0.75%
25,270
-37
29
$1.04M 0.74%
20,786
+9,319
30
$1.04M 0.74%
4,679
+26
31
$1.04M 0.74%
9,083
+34
32
$713K 0.51%
14,161
+44
33
$706K 0.5%
1,364
+4
34
$700K 0.5%
9,843
-65
35
$646K 0.46%
7,780
+37
36
$568K 0.4%
29,248
+642
37
$537K 0.38%
3,236
+34
38
$353K 0.25%
11,926
+76
39
$340K 0.24%
32,933
+335
40
$329K 0.23%
5,961
+181
41
$309K 0.22%
11,458
+78
42
$279K 0.2%
2,598
+5
43
$277K 0.2%
5,494
-19
44
$274K 0.2%
14,532
+54
45
$255K 0.18%
9,972
+476
46
$241K 0.17%
605
+2
47
$232K 0.17%
489
+1
48
$221K 0.16%
1,473
+8
1
2