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
$111M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.19M
3
+$671K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$595K
5
IYR icon
iShares US Real Estate ETF
IYR
+$394K

Top Sells

1
+$878K
2
+$747K
3
+$479K
4
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$388K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$274K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$931K 0.84%
16,083
-3,786
27
$769K 0.69%
4,410
+39
28
$734K 0.66%
22,280
+960
29
$601K 0.54%
9,282
-741
30
$595K 0.53%
+1,693
31
$566K 0.51%
25,640
-17,593
32
$558K 0.5%
1,260
+5
33
$533K 0.48%
7,905
+57
34
$495K 0.44%
30,732
+1,600
35
$471K 0.42%
10,780
+40
36
$446K 0.4%
3,216
-57
37
$359K 0.32%
2,653
+21
38
$327K 0.29%
13,813
+668
39
$249K 0.22%
+10,178
40
$242K 0.22%
11,968
+818
41
$221K 0.2%
578
+13
42
$220K 0.2%
14,760
+66
43
$207K 0.19%
+2,130
1
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