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
$140M
AUM Growth
-$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$123K
3
+$105K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$75.1K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$43.6K

Top Sells

1
+$734K
2
+$690K
3
+$533K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$526K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$435K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$971K 0.69%
4,396
+64
27
$904K 0.65%
13,670
+15
28
$849K 0.61%
31,894
+711
29
$843K 0.6%
1,565
+5
30
$684K 0.49%
8,534
-518
31
$610K 0.44%
1,071
-12
32
$601K 0.43%
15,663
-11,340
33
$580K 0.41%
31,354
+678
34
$484K 0.35%
2,950
-98
35
$420K 0.3%
4,753
-62
36
$345K 0.25%
15,184
+52
37
$268K 0.19%
2,805
+38
38
$265K 0.19%
2,094
39
$244K 0.17%
1,282
-12
40
$226K 0.16%
442
-99
41
$202K 0.14%
7,805
-85
42
– –
-352
1
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