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
$113M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.76M
3
+$1.65M
4
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$1.21M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$1.16M

Top Sells

1
+$4.31M
2
+$626K
3
+$608K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$514K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$380K

Sector Composition

1 Industrials 2.39%
2 Healthcare 1.56%
3 Financials 0.49%
4 Utilities 0.38%
5 Technology 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.18%
+1,634
52
$205K 0.18%
+4,330
53
– –
-12,832
54
– –
-14,790
55
– –
-3,532
56
– –
-10,000
1 2
3