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
$137M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$205K
3
+$77.1K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$70.6K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$64.3K

Top Sells

1
+$348K
2
+$286K
3
+$191K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$178K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$109K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$927K 0.68%
13,662
27
$922K 0.67%
4,385
-39
28
$808K 0.59%
32,017
-200
29
$770K 0.56%
1,602
-99
30
$703K 0.51%
19,435
-62
31
$690K 0.5%
9,081
+242
32
$615K 0.45%
1,105
-39
33
$593K 0.43%
30,404
34
$497K 0.36%
3,130
-6
35
$406K 0.3%
4,832
-62
36
$306K 0.22%
15,036
+45
37
$272K 0.2%
613
38
$258K 0.19%
2,711
+39
39
$245K 0.18%
4,684
+9
40
$205K 0.15%
+1,172
1
2