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
IEI icon
76
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$63.5K 0.04%
+535
IJJ icon
77
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.51B
$58.5K 0.04%
+441
DGRO icon
78
iShares Core Dividend Growth ETF
DGRO
$40.6B
$58.3K 0.04%
+831
CRS icon
79
Carpenter Technology
CRS
$24.2B
$54.8K 0.03%
+139
TDW icon
80
Tidewater
TDW
$3.68B
$54.3K 0.03%
+650
UEC icon
81
Uranium Energy
UEC
$6.89B
$51.7K 0.03%
+3,831
GLTR icon
82
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.84B
$50.3K 0.03%
+230
IBM icon
83
IBM
IBM
$287B
$48.5K 0.03%
+200
IJS icon
84
iShares S&P Small-Cap 600 Value ETF
IJS
$8.24B
$48.3K 0.03%
+407
GTO icon
85
Invesco Total Return Bond ETF
GTO
$2.31B
$48.1K 0.03%
+1,028
FNCL icon
86
Fidelity MSCI Financials Index ETF
FNCL
$2.14B
$38.8K 0.02%
+553
GLD icon
87
SPDR Gold Trust
GLD
$147B
$34.9K 0.02%
+81
DFAC icon
88
Dimensional US Core Equity 2 ETF
DFAC
$46.7B
$34.5K 0.02%
+887
COPX icon
89
Global X Copper Miners ETF NEW
COPX
$8.19B
$33.7K 0.02%
+441
URNM icon
90
Sprott Uranium Miners ETF
URNM
$2.22B
$31.6K 0.02%
+500
IAU icon
91
iShares Gold Trust
IAU
$69B
$29.4K 0.02%
+333
GSLC icon
92
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$29.2K 0.02%
+233
ADUR
93
Aduro Clean Technologies
ADUR
$531M
$27.5K 0.02%
+2,623
NVDA icon
94
NVIDIA
NVDA
$5.2T
$26.7K 0.02%
+153
PBI icon
95
Pitney Bowes
PBI
$2.23B
$26.2K 0.02%
+2,370
LDOS icon
96
Leidos
LDOS
$15.6B
$25.7K 0.02%
+164
DFAX icon
97
Dimensional World ex US Core Equity 2 ETF
DFAX
$12B
$25.5K 0.02%
+751
TK icon
98
Teekay
TK
$995M
$23.4K 0.01%
+1,919
PBR icon
99
Petrobras
PBR
$117B
$22.7K 0.01%
+1,095
HON icon
100
Honeywell
HON
$142B
$22.6K 0.01%
+100