BFM

Broadview Financial Management Portfolio holdings

AUM $148M
1-Year Est. Return 11%
This Quarter Est. Return
1 Year Est. Return
+11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$35.9K
2
+$26.7K
3
+$20.7K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$12.4K
5
BND icon
Vanguard Total Bond Market
BND
+$8.45K

Top Sells

1
+$2.22M
2
+$244K
3
+$202K
4
IYR icon
iShares US Real Estate ETF
IYR
+$123K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$112K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$863K 0.64%
4,326
-70
27
$859K 0.64%
31,144
-750
28
$715K 0.53%
1,392
-173
29
$639K 0.48%
8,287
-247
30
$629K 0.47%
15,978
+315
31
$620K 0.46%
31,354
32
$554K 0.41%
1,038
-33
33
$445K 0.33%
2,949
-1
34
$401K 0.3%
4,717
-36
35
$328K 0.24%
15,231
+47
36
$269K 0.2%
2,824
+19
37
$246K 0.18%
2,095
+1
38
$207K 0.15%
442
39
$204K 0.15%
1,187
-95
40
– –
-45,352
41
– –
-7,805
1
2