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
$140M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.06M
3
+$581K
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$469K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$434K

Top Sells

1
+$414K
2
+$150K
3
+$107K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$85.1K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$78.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.4M 15.29%
287,349
+4,738
2
$15.6M 11.1%
32,663
-867
3
$9.95M 7.09%
63,498
+126
4
$9.43M 6.72%
112,732
-1,017
5
$9.26M 6.6%
108,636
-1,754
6
$8.6M 6.13%
143,719
+9,714
7
$6.13M 4.37%
120,114
+1,596
8
$5.1M 3.63%
46,071
-531
9
$4.61M 3.28%
27,432
+30
10
$4.25M 3.03%
36,624
-73
11
$4.14M 2.95%
39,596
-431
12
$3.26M 2.32%
159,304
-5,232
13
$3.12M 2.22%
164,538
-4,128
14
$2.86M 2.04%
20,632
+26
15
$2.71M 1.93%
47,835
-85
16
$2.54M 1.81%
104,256
-2,130
17
$1.95M 1.39%
7,384
-54
18
$1.91M 1.36%
6,244
+10
19
$1.8M 1.28%
15,504
+16
20
$1.45M 1.03%
12,727
+3,803
21
$1.44M 1.03%
20,339
+329
22
$1.43M 1.02%
11,685
+39
23
$1.37M 0.98%
16,849
-338
24
$1.33M 0.95%
+54,427
25
$1.23M 0.88%
11,295
+58
1
2