BFM

Broadview Financial Management Portfolio holdings

AUM $149M
1-Year Est. Return 15.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.26M
3
+$810K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$531K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$356K

Top Sells

1
+$1.05M
2
+$598K
3
+$272K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$246K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$213K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 15.83%
279,212
+10,202
2
$15.6M 10.62%
25,190
+924
3
$11.2M 7.62%
152,257
+3,764
4
$10.8M 7.32%
55,159
-1,462
5
$10.5M 7.1%
94,914
-10,588
6
$8.89M 6.04%
97,731
+195
7
$8.89M 6.04%
148,063
+22,653
8
$6.56M 4.46%
115,041
-3,973
9
$5.7M 3.87%
46,096
+3,022
10
$4.79M 3.26%
24,671
-677
11
$3.39M 2.31%
116,184
-634
12
$3.19M 2.16%
130,380
-1,719
13
$3.11M 2.11%
31,215
-741
14
$2.79M 1.89%
20,951
+343
15
$2.69M 1.83%
30,257
+154
16
$2.6M 1.77%
93,925
+478
17
$2.21M 1.5%
35,693
-1,673
18
$2.18M 1.48%
6,419
-1,905
19
$1.83M 1.25%
4,319
-148
20
$1.81M 1.23%
+17,318
21
$1.76M 1.2%
18,624
-2,251
22
$1.41M 0.96%
10,707
-23
23
$1.41M 0.96%
16,238
+136
24
$1.1M 0.74%
10,027
+102
25
$1.08M 0.74%
31,394
-2,210
1
2