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
-$22.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$202K
3
+$133K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$115K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$112K

Top Sells

1
+$410K
2
+$245K
3
+$230K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$192K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$934K 0.68%
13,821
+159
27
$892K 0.65%
4,397
+12
28
$851K 0.62%
1,701
+99
29
$837K 0.61%
31,502
-515
30
$818K 0.6%
21,704
+2,269
31
$657K 0.48%
9,013
-68
32
$588K 0.43%
1,099
-6
33
$584K 0.43%
30,390
-14
34
$470K 0.34%
3,086
-44
35
$393K 0.29%
4,845
+13
36
$315K 0.23%
15,036
37
$261K 0.19%
544
-69
38
$258K 0.19%
2,739
+28
39
$218K 0.16%
1,290
+118
40
$202K 0.15%
+371
41
– –
-4,684
1
2