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
$115M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$145K
3
+$105K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$83.1K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$64.9K

Top Sells

1
+$1.37M
2
+$565K
3
+$559K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$207K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$201K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$740K 0.65%
21,687
-593
27
$661K 0.58%
13,502
-11,555
28
$639K 0.56%
1,700
+7
29
$615K 0.54%
9,308
+26
30
$555K 0.48%
7,934
+29
31
$535K 0.47%
30,732
32
$524K 0.46%
1,143
-117
33
$518K 0.45%
24,943
-697
34
$452K 0.39%
9,914
-866
35
$443K 0.39%
3,233
+17
36
$350K 0.31%
2,607
-46
37
$341K 0.3%
13,917
+104
38
$252K 0.22%
12,006
+38
39
$238K 0.21%
580
+2
40
$236K 0.21%
14,817
+57
41
$236K 0.21%
9,421
-757
42
– –
-2,130
43
– –
-16,176
1
2