LFA

Longview Financial Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$585K
2
+$474K
3
+$437K
4
WMT icon
Walmart Inc
WMT
+$272K
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$179K

Top Sells

1
+$748K
2
+$607K
3
+$443K
4
QLTY icon
GMO US Quality ETF
QLTY
+$433K
5
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$426K

Sector Composition

1 Healthcare 1.06%
2 Consumer Staples 0.69%
3 Utilities 0.59%
4 Financials 0.41%
5 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$498K 0.42%
802
-14
27
$481K 0.41%
1,502
-3
28
$466K 0.4%
6,257
-352
29
$434K 0.37%
2,390
30
$429K 0.36%
+15,267
31
$414K 0.35%
4,511
+195
32
$340K 0.29%
9,827
-6,718
33
$291K 0.25%
1,600
-285
34
$290K 0.25%
2,252
-1,728
35
$282K 0.24%
4,996
-10
36
$268K 0.23%
1,181
-271
37
$266K 0.23%
861
-4
38
$255K 0.22%
2,314
+3
39
$233K 0.2%
10,586
-892
40
$221K 0.19%
1,129
+5
41
– –
-10,216
42
– –
-10,404
43
– –
-13,853
44
– –
-10,289
45
– –
-6,056
1
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