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
$128M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$973K
3
+$930K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$925K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$909K

Top Sells

1
+$1.76M
2
+$880K
3
+$668K
4
EMR icon
Emerson Electric
EMR
+$643K
5
JPM icon
JPMorgan Chase
JPM
+$556K

Sector Composition

1 Consumer Staples 0%
2 Financials 0%
3 Healthcare 0%
4 Industrials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,634
52
– –
-29,677
53
– –
-13,635
54
– –
-5,700
55
– –
-4,330
56
– –
-4,193
1 2
3