LFA

Longview Financial Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 9.49%
This Quarter Est. Return
1 Year Est. Return
+9.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$10.5M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$10.3M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$10.2M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$475K 0.38%
+16,589
27
$459K 0.37%
+960
28
$445K 0.36%
+6,036
29
$390K 0.31%
+4,344
30
$389K 0.31%
+1,728
31
$384K 0.31%
+3,087
32
$342K 0.28%
+4,084
33
$318K 0.26%
+1,401
34
$301K 0.24%
+4,296
35
$253K 0.2%
+1,694
36
$248K 0.2%
+11,653
37
$237K 0.19%
+1,404
38
$235K 0.19%
+5,006
39
$215K 0.17%
+923
1
2