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
$148M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$280K
3
+$246K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$219K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$213K

Top Sells

1
+$410K
2
+$108K
3
+$106K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.4K
5
IYR icon
iShares US Real Estate ETF
IYR
+$51.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.75%
27,003
+5,299
27
$992K 0.67%
13,655
-166
28
$957K 0.65%
4,332
-65
29
$910K 0.62%
31,183
-319
30
$823K 0.56%
1,560
-141
31
$719K 0.49%
9,052
+39
32
$631K 0.43%
30,676
+286
33
$617K 0.42%
1,083
-16
34
$508K 0.34%
3,048
-38
35
$424K 0.29%
4,815
-30
36
$336K 0.23%
15,132
+96
37
$271K 0.18%
2,767
+28
38
$264K 0.18%
541
-3
39
$246K 0.17%
+2,094
40
$236K 0.16%
1,294
+4
41
$203K 0.14%
+7,890
42
$202K 0.14%
352
-19
1
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