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

Top Buys

1
+$1.03M
2
+$1M
3
+$976K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$962K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$933K

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
1
$17.6M 13.68%
289,048
+17,002
2
$13.2M 10.32%
46,559
-136
3
$9.77M 7.61%
178,272
+188
4
$7.92M 6.17%
70,247
+980
5
$7.6M 5.92%
146,924
+2,143
6
$6.44M 5.02%
149,444
+9,244
7
$6.39M 4.98%
156,433
-7,390
8
$5.34M 4.16%
48,954
+6,132
9
$5.24M 4.08%
71,092
-526
10
$4.46M 3.47%
56,764
+3,016
11
$4.31M 3.35%
34,867
+611
12
$3.96M 3.08%
125,543
+9,847
13
$3.05M 2.38%
34,210
+136
14
$2.65M 2.07%
30,512
+3,079
15
$2.58M 2.01%
229,116
+85,398
16
$2.56M 2%
67,655
-255
17
$2.39M 1.86%
241,152
+98,344
18
$2.09M 1.63%
114,450
+54,849
19
$1.85M 1.44%
21,277
-129
20
$1.52M 1.19%
31,032
-5,798
21
$1.44M 1.12%
9,512
+592
22
$1.35M 1.05%
52,074
+23,958
23
$1.34M 1.04%
27,619
+1,231
24
$1.3M 1.02%
83,244
+59,626
25
$1.3M 1.01%
22,342
1
2 3