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
$134M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$35.9K
2
+$26.7K
3
+$20.7K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$12.4K
5
BND icon
Vanguard Total Bond Market
BND
+$8.45K

Top Sells

1
+$2.22M
2
+$244K
3
+$202K
4
IYR icon
iShares US Real Estate ETF
IYR
+$123K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$112K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 15.18%
269,010
-1,383
2
$13.6M 10.17%
24,266
-434
3
$10.9M 8.14%
148,493
+115
4
$10.8M 8.05%
56,621
-7
5
$9.79M 7.31%
105,502
-446
6
$8.12M 6.06%
97,536
-1,144
7
$6.77M 5.05%
125,410
-1,055
8
$6.05M 4.51%
119,014
-1,846
9
$5.16M 3.85%
43,074
-479
10
$4.77M 3.56%
25,348
-75
11
$3.12M 2.32%
31,956
-220
12
$2.93M 2.18%
116,818
-2,221
13
$2.92M 2.18%
132,099
-596
14
$2.73M 2.03%
30,103
+397
15
$2.57M 1.91%
20,608
-49
16
$2.55M 1.9%
8,324
-10
17
$2.48M 1.85%
93,447
-940
18
$2.18M 1.63%
37,366
-1,927
19
$2M 1.49%
20,875
-1,286
20
$1.61M 1.2%
4,467
-23
21
$1.35M 1.01%
10,730
-145
22
$1.28M 0.95%
16,102
+336
23
$1.05M 0.78%
33,604
-152
24
$1.04M 0.77%
9,925
+198
25
$923K 0.69%
13,220
-450
1
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