BFM

Broadview Financial Management Portfolio holdings

AUM $149M
1-Year Est. Return 15.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.26M
3
+$810K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$531K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$356K

Top Sells

1
+$1.05M
2
+$598K
3
+$272K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$246K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$213K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$936K 0.64%
31,060
-84
27
$931K 0.63%
12,039
-1,181
28
$921K 0.63%
4,267
-59
29
$774K 0.53%
1,362
-30
30
$689K 0.47%
31,156
-198
31
$688K 0.47%
16,097
+119
32
$682K 0.46%
8,580
+293
33
$585K 0.4%
1,033
-5
34
$467K 0.32%
2,962
+13
35
$430K 0.29%
4,672
-45
36
$364K 0.25%
15,276
+45
37
$278K 0.19%
2,854
+30
38
$244K 0.17%
443
+1
39
$229K 0.16%
1,190
+3
40
$207K 0.14%
+334
41
– –
-2,095
1
2