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LFA

Longview Financial Advisors Portfolio holdings

AUM $164M
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$2.63M
3
+$2.57M
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$1.99M
5
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$1.77M

Top Sells

1
+$12.7M
2
+$4.87M
3
+$4.6M
4
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$3.39M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$2.21M

Sector Composition

1 Healthcare 1.14%
2 Utilities 0.58%
3 Financials 0.45%
4 Consumer Staples 0.44%
5 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$520K 0.45%
1,505
-46
27
$517K 0.44%
16,545
-1,303
28
$459K 0.39%
816
-1
29
$453K 0.39%
3,980
-393
30
$443K 0.38%
10,216
+1,012
31
$433K 0.37%
13,853
-614
32
$414K 0.36%
2,390
-72
33
$411K 0.35%
3,687
-4,040
34
$397K 0.34%
4,316
+4
35
$299K 0.26%
1,885
+2
36
$283K 0.24%
6,056
-2,712
37
$281K 0.24%
5,006
38
$280K 0.24%
1,452
-391
39
$264K 0.23%
865
40
$257K 0.22%
10,404
-1,249
41
$252K 0.22%
11,478
-103,133
42
$218K 0.19%
2,485
-26
43
$215K 0.18%
+2,311
44
$214K 0.18%
+1,124
45
– –
-431
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