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
$140M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$6.79M
3
+$5.78M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$5.48M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$202K

Top Sells

1
+$3.58M
2
+$3.15M
3
+$2.09M
4
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$1.75M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$1.57M

Sector Composition

1 Healthcare 0.87%
2 Utilities 0.66%
3 Consumer Staples 0.58%
4 Financials 0.48%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$962K 0.69%
5,155
27
$578K 0.41%
7,261
+1,004
28
$551K 0.39%
5,350
+8
29
$537K 0.38%
802
30
$465K 0.33%
1,502
31
$438K 0.31%
2,307
-83
32
$409K 0.29%
4,313
-198
33
$357K 0.25%
9,827
34
$306K 0.22%
4,996
35
$305K 0.22%
2,252
36
$280K 0.2%
2,316
+2
37
$260K 0.19%
1,600
38
$253K 0.18%
861
39
$234K 0.17%
1,133
+4
40
$230K 0.16%
930
-251
41
$224K 0.16%
10,248
-338
42
$213K 0.15%
+427
43
$206K 0.15%
+4,612
44
$206K 0.15%
+2,550
45
$203K 0.14%
+403
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