BFM

Broadview Financial Management Portfolio holdings

AUM $148M
1-Year Est. Return 11%
This Quarter Est. Return
1 Year Est. Return
+11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$69.3K
2
+$33K
3
+$32.4K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$25.8K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$23.1K

Top Sells

1
+$213K
2
+$191K
3
+$131K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$123K
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$109K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 16.23%
282,611
-1,347
2
$14.4M 11.17%
33,530
-303
3
$9.22M 7.13%
63,372
-444
4
$8.74M 6.76%
110,390
-2,418
5
$8.41M 6.5%
113,749
-1,666
6
$8.28M 6.4%
134,005
-576
7
$5.98M 4.63%
118,518
+654
8
$4.8M 3.71%
46,602
-156
9
$4.29M 3.32%
27,402
+443
10
$4.03M 3.12%
40,027
-509
11
$3.73M 2.89%
36,697
+318
12
$3.05M 2.36%
164,536
-3,200
13
$2.92M 2.26%
168,666
-1,836
14
$2.68M 2.07%
20,606
-370
15
$2.52M 1.95%
47,920
-390
16
$2.39M 1.85%
106,386
-684
17
$1.8M 1.39%
7,438
-9
18
$1.71M 1.32%
6,234
-7
19
$1.59M 1.23%
15,488
-1,005
20
$1.42M 1.1%
20,010
-311
21
$1.32M 1.02%
11,646
-210
22
$1.3M 1.01%
17,187
+21
23
$1.24M 0.96%
11,237
-559
24
$1.17M 0.91%
23,736
-1,924
25
$1.08M 0.83%
25,307
+607
1
2