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
$117M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$40.4K
3
+$39.1K
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$18.6K
5
IYR icon
iShares US Real Estate ETF
IYR
+$18.6K

Top Sells

1
+$661K
2
+$391K
3
+$252K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$245K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$197K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$748K 0.64%
21,743
+56
27
$685K 0.58%
1,682
-18
28
$650K 0.56%
9,457
+149
29
$549K 0.47%
1,146
+3
30
$531K 0.45%
29,810
-922
31
$464K 0.4%
9,950
+36
32
$447K 0.38%
3,174
-59
33
$389K 0.33%
19,283
-5,660
34
$387K 0.33%
5,298
-2,636
35
$363K 0.31%
2,622
+15
36
$345K 0.29%
13,989
+72
37
$258K 0.22%
582
+2
38
$256K 0.22%
14,871
+54
39
$254K 0.22%
10,166
+745
40
$225K 0.19%
+610
41
– –
-13,502
42
– –
-12,006
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