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BFM

Broadview Financial Management Portfolio holdings

AUM $146M
1-Year Est. Return 16.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$194K
2
+$15.8K
3
+$2.36K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.36K
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.24K

Top Sells

1
+$1.4M
2
+$976K
3
+$895K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$751K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$745K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 15.76%
267,727
-11,485
2
$15.9M 10.74%
23,800
-1,390
3
$11.2M 7.54%
150,324
-1,933
4
$10.9M 7.33%
52,646
-2,513
5
$10.7M 7.25%
89,008
-5,906
6
$9.01M 6.08%
93,953
-3,778
7
$8.97M 6.05%
136,123
-11,940
8
$6.12M 4.13%
102,149
-12,892
9
$5.74M 3.87%
44,270
-1,826
10
$4.81M 3.24%
23,603
-1,068
11
$3.61M 2.44%
113,205
-2,979
12
$3.34M 2.25%
126,880
-3,500
13
$3.32M 2.24%
30,028
-1,187
14
$2.77M 1.87%
19,581
-1,370
15
$2.63M 1.77%
28,740
-1,517
16
$2.63M 1.77%
90,218
-3,707
17
$2.34M 1.58%
6,395
-24
18
$2.33M 1.57%
35,665
-28
19
$2.01M 1.36%
17,168
-108
20
$1.82M 1.23%
18,788
+164
21
$1.46M 0.98%
10,451
-256
22
$1.46M 0.98%
15,920
-318
23
$1.17M 0.79%
9,861
-166
24
$1.16M 0.78%
31,212
-182
25
$973K 0.66%
11,784
-255
1
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