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
$127M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.28M
3
+$986K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$868K
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$783K

Top Sells

1
+$5.85M
2
+$4.59M
3
+$586K
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$501K
5
VMC icon
Vulcan Materials
VMC
+$351K

Sector Composition

1 Healthcare 0.98%
2 Utilities 0.49%
3 Consumer Staples 0.36%
4 Financials 0.35%
5 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$578K 0.46%
+11,630
27
$540K 0.43%
4,373
-8
28
$521K 0.41%
17,848
29
$516K 0.41%
6,754
+311
30
$481K 0.38%
817
-36
31
$463K 0.36%
14,467
-3,565
32
$440K 0.35%
1,551
-165
33
$431K 0.34%
2,462
-631
34
$391K 0.31%
9,204
+10
35
$388K 0.31%
1,843
+329
36
$376K 0.3%
4,384
+240
37
$355K 0.28%
4,312
-384
38
$270K 0.21%
5,006
+10
39
$253K 0.2%
865
+4
40
$243K 0.19%
11,653
41
$227K 0.18%
+2,511
42
$227K 0.18%
1,883
+61
43
$209K 0.17%
431
-46
44
– –
-1,564
45
– –
-1,861
46
– –
-2,807
47
– –
-3,187
48
– –
-1,400
1
2