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
$137M
AUM Growth
-$22.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$202K
3
+$133K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$115K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$112K

Top Sells

1
+$410K
2
+$245K
3
+$230K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$192K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 14.07%
265,924
+600
2
$14.5M 10.6%
26,583
-750
3
$10.7M 7.83%
59,051
+634
4
$10.6M 7.7%
146,705
+10,140
5
$9.89M 7.2%
106,865
-268
6
$9.13M 6.65%
103,600
-2,174
7
$6.82M 4.97%
127,479
-1,996
8
$5.87M 4.27%
118,701
+1,959
9
$5.16M 3.76%
45,456
-413
10
$4.47M 3.26%
25,627
-143
11
$3.28M 2.39%
33,712
-862
12
$3.26M 2.37%
129,200
-9,136
13
$2.99M 2.18%
139,635
-3,867
14
$2.71M 1.97%
21,087
-260
15
$2.53M 1.85%
30,251
-495
16
$2.33M 1.7%
94,407
-1,458
17
$2.32M 1.69%
39,691
-1,219
18
$2.11M 1.53%
7,077
+375
19
$1.99M 1.45%
22,722
-322
20
$1.84M 1.34%
37,867
+712
21
$1.68M 1.23%
4,620
-245
22
$1.57M 1.14%
12,992
+398
23
$1.43M 1.04%
13,367
+1,251
24
$1.36M 0.99%
16,199
-946
25
$1.1M 0.8%
35,910
+3,488
1
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