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
$99.8M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$208K
3
+$81.6K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$67.9K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$24.2K

Top Sells

1
+$164K
2
+$110K
3
+$70.2K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$68.2K
5
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$66.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$721K 0.72%
4,371
-67
27
$662K 0.66%
21,320
-1,277
28
$655K 0.66%
8,247
-153
29
$580K 0.58%
10,023
+405
30
$504K 0.51%
1,255
-117
31
$488K 0.49%
7,848
+21
32
$422K 0.42%
3,273
-7
33
$410K 0.41%
29,132
34
$408K 0.41%
10,740
-1,758
35
$320K 0.32%
2,632
+15
36
$294K 0.3%
13,145
+718
37
$211K 0.21%
11,150
+50
38
$206K 0.21%
14,694
+63
39
$202K 0.2%
565
+2
1
2