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
$164M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Sells

1 +$454K
2 +$230K
3 +$204K
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$49.4K
5
PM icon
Philip Morris
PM
+$23.5K

Sector Composition

1 Healthcare 1.01%
2 Utilities 0.84%
3 Consumer Staples 0.68%
4 Energy 0.35%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVX icon
51
Chevron
CVX
$378B
$151K 0.09%
+730
GPC icon
52
Genuine Parts
GPC
$13.5B
$140K 0.09%
+1,320
SYY icon
53
Sysco
SYY
$36B
$136K 0.08%
+1,900
VOO icon
54
Vanguard S&P 500 ETF
VOO
$974B
$134K 0.08%
+224
GVAL icon
55
Cambria Global Value ETF
GVAL
$445M
$132K 0.08%
+3,968
USMV icon
56
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$130K 0.08%
+1,401
PG icon
57
Procter & Gamble
PG
$327B
$126K 0.08%
870
-2,996
EFA icon
58
iShares MSCI EAFE ETF
EFA
$76.8B
$121K 0.07%
+1,249
PAYX icon
59
Paychex
PAYX
$35.3B
$113K 0.07%
+1,230
KMB icon
60
Kimberly-Clark
KMB
$31.5B
$112K 0.07%
+1,160
VAL icon
61
Valaris
VAL
$6.38B
$105K 0.06%
+1,066
HD icon
62
Home Depot
HD
$312B
$95.4K 0.06%
+289
GSEW icon
63
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.78B
$89.1K 0.05%
+1,053
BMY icon
64
Bristol-Myers Squibb
BMY
$112B
$87.9K 0.05%
+1,450
EXC icon
65
Exelon
EXC
$46.1B
$86.8K 0.05%
+1,770
AVLV icon
66
Avantis US Large Cap Value ETF
AVLV
$12.9B
$86.7K 0.05%
+1,076
T icon
67
AT&T
T
$164B
$85.5K 0.05%
+2,950
PFE icon
68
Pfizer
PFE
$145B
$85.1K 0.05%
+3,030
STXD icon
69
Strive 1000 Dividend Growth ETF
STXD
$65.9M
$81.1K 0.05%
+2,284
AVDV icon
70
Avantis International Small Cap Value ETF
AVDV
$19.6B
$80.3K 0.05%
+804
STXV icon
71
Strive 1000 Value ETF
STXV
$79.2M
$78.4K 0.05%
+2,230
AVEM icon
72
Avantis Emerging Markets Equity ETF
AVEM
$26.4B
$78.1K 0.05%
+969
VZ icon
73
Verizon
VZ
$195B
$76.8K 0.05%
+1,529
IJK icon
74
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$63.7K 0.04%
+632
AVIV icon
75
Avantis International Large Cap Value ETF
AVIV
$1.78B
$63.5K 0.04%
+849