BFM
Broadview Financial Management Portfolio holdings
AUM
$147M
This Quarter Return
-6.75%
1 Year Return
+11.6%
3 Year Return
+41.98%
5 Year Return
+64.01%
10 Year Return
–
AUM
$99.8M
AUM Growth
+$99.8M
(-6.9%)
Cap. Flow
-$83.1K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
70.21%
Holding
39
New
–
Increased
17
Reduced
21
Closed
–
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$340K |
| 2 |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
|
$208K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$81.6K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$67.9K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$24.2K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$164K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$110K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$70.2K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$68.2K |
| 5 |
Fidelity MSCI Materials Index ETF
FMAT
|
$66.8K |
