BFM
Broadview Financial Management Portfolio holdings
AUM
$147M
This Quarter Return
+6.82%
1 Year Return
+11.6%
3 Year Return
+41.98%
5 Year Return
+64.01%
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+7.6%)
Cap. Flow
+$1.17M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
69.56%
Holding
42
New
2
Increased
20
Reduced
20
Closed
–
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$413K |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$280K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$246K |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$219K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$213K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$410K |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$108K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$106K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$74.4K |
| 5 |
iShares US Real Estate ETF
IYR
|
$51.1K |
