LFA

Longview Financial Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 8.17%
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$432K
2
+$224K
3
+$109K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$97.7K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$95.1K

Top Sells

1
+$387K
2
+$205K
3
+$128K
4
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$50.8K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$25.2K

Sector Composition

1 Technology 1.39%
2 Healthcare 1.13%
3 Utilities 0.44%
4 Financials 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$622K 0.47%
20,053
+2,431
27
$608K 0.46%
10,620
+1,706
28
$555K 0.42%
3,375
+37
29
$537K 0.41%
6,661
+618
30
$527K 0.4%
962
+6
31
$524K 0.4%
17,674
+1,136
32
$494K 0.38%
4,336
33
$425K 0.32%
1,637
-7
34
$390K 0.3%
9,171
+1,435
35
$381K 0.29%
4,184
36
$368K 0.28%
1,868
+10
37
$363K 0.28%
3,087
38
$348K 0.27%
1,401
39
$334K 0.25%
4,304
+4
40
$247K 0.19%
1,579
41
$245K 0.19%
5,006
42
$244K 0.19%
11,653
43
$224K 0.17%
+479
44
$221K 0.17%
924
+1
45
– –
-1,325
1
2