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
$133M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$512K
3
+$481K
4
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$331K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$329K

Top Sells

1
+$516K
2
+$213K
3
+$116K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$113K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$89.7K

Sector Composition

1 Technology 1.31%
2 Healthcare 0.96%
3 Utilities 0.42%
4 Financials 0.31%
5 Materials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$523K 0.39%
+17,622
27
$512K 0.38%
+8,914
28
$503K 0.38%
956
-4
29
$502K 0.38%
6,043
+7
30
$500K 0.38%
16,538
-51
31
$498K 0.37%
4,336
-8
32
$481K 0.36%
+4,522
33
$411K 0.31%
1,644
-84
34
$403K 0.3%
3,087
35
$395K 0.3%
4,184
+100
36
$382K 0.29%
1,401
37
$339K 0.25%
1,858
+454
38
$331K 0.25%
+7,736
39
$309K 0.23%
4,300
+4
40
$249K 0.19%
11,653
41
$249K 0.19%
1,579
-115
42
$246K 0.18%
5,006
43
$231K 0.17%
923
44
$205K 0.15%
+1,325
1
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