BFM
Broadview Financial Management Portfolio holdings
AUM
$147M
This Quarter Return
-2.39%
1 Year Return
+11.6%
3 Year Return
+41.98%
5 Year Return
+64.01%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-5.4%)
Cap. Flow
+$2.92M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
69.59%
Holding
42
New
–
Increased
16
Reduced
24
Closed
1
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.45M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$2.01M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.63M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$307K |
| 5 |
Schwab International Equity ETF
SCHF
|
$296K |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$734K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$690K |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$533K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$526K |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$435K |
