We are live on ! Find out more
BFM

Broadview Financial Management Portfolio holdings

AUM $146M
1-Year Est. Return 16.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$194K
2
+$15.8K
3
+$2.36K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.36K
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.24K

Top Sells

1
+$1.4M
2
+$976K
3
+$895K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$751K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$745K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$966K 0.65%
3,993
-274
27
$961K 0.65%
28,795
-2,265
28
$836K 0.56%
1,366
+4
29
$746K 0.5%
15,934
-163
30
$725K 0.49%
31,156
31
$717K 0.48%
8,595
+15
32
$591K 0.4%
992
-41
33
$526K 0.35%
2,976
+14
34
$447K 0.3%
4,629
-43
35
$417K 0.28%
3,917
-13,401
36
$394K 0.27%
15,320
+44
37
$266K 0.18%
444
+1
38
$250K 0.17%
1,193
+3
39
$246K 0.17%
2,512
-342
40
$220K 0.15%
331
-3
41
$202K 0.14%
+7,237
1
2