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
$136M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$229K
3
+$221K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$217K
5
DUK icon
Duke Energy
DUK
+$215K

Top Sells

1
+$1.24M
2
+$363K
3
+$202K
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$101K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$71.1K

Sector Composition

1 Healthcare 1.04%
2 Utilities 0.68%
3 Financials 0.35%
4 Consumer Staples 0.33%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$588K 0.43%
18,032
-2,021
27
$567K 0.42%
17,848
+174
28
$554K 0.41%
3,093
-282
29
$527K 0.39%
4,381
+45
30
$494K 0.36%
6,443
-218
31
$492K 0.36%
853
-109
32
$483K 0.35%
1,716
+79
33
$424K 0.31%
4,696
+392
34
$407K 0.3%
9,194
+23
35
$364K 0.27%
4,144
-40
36
$351K 0.26%
1,400
-1
37
$304K 0.22%
1,514
-354
38
$289K 0.21%
4,996
-10
39
$279K 0.2%
477
-2
40
$262K 0.19%
11,653
41
$238K 0.17%
861
-63
42
$230K 0.17%
1,564
-15
43
$229K 0.17%
+3,187
44
$221K 0.16%
+1,822
45
$217K 0.16%
+2,807
46
$215K 0.16%
+1,861
47
– –
-8,524
48
– –
-3,087
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