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
$135M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.07M
3
+$703K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$554K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$257K

Top Sells

1
+$1.17M
2
+$373K
3
+$237K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$154K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$124K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.81%
38,032
-8,258
27
$1.07M 0.79%
+9,775
28
$1.03M 0.76%
9,530
+447
29
$962K 0.71%
4,688
+9
30
$938K 0.7%
24,270
-1,000
31
$864K 0.64%
38,029
-16,398
32
$811K 0.6%
17,461
-3,325
33
$682K 0.51%
9,687
-156
34
$671K 0.5%
1,368
+4
35
$654K 0.48%
13,174
-987
36
$609K 0.45%
7,802
+22
37
$524K 0.39%
3,246
+10
38
$523K 0.39%
28,482
-766
39
$345K 0.26%
12,431
+505
40
$341K 0.25%
13,502
+2,044
41
$286K 0.21%
33,478
+545
42
$262K 0.19%
5,406
-88
43
$259K 0.19%
14,574
+42
44
$257K 0.19%
+9,855
45
$256K 0.19%
10,800
+828
46
$254K 0.19%
562
+73
47
$231K 0.17%
4,399
-1,562
48
$222K 0.16%
1,480
+7
49
$219K 0.16%
605
50
– –
-23,708
1
2