LFA
Longview Financial Advisors Portfolio holdings
AUM
$118M
This Quarter Return
+5.82%
1 Year Return
+8.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.92%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Technology | 1.22% |
2 | Healthcare | 0.77% |
3 | Utilities | 0.43% |
4 | Financials | 0.31% |
5 | Materials | 0.26% |