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
STNG icon
101
Scorpio Tankers
STNG
$3.76B
$20.8K 0.01%
+278
IMO icon
102
Imperial Oil
IMO
$61.1B
$20.7K 0.01%
+158
UROY
103
Uranium Royalty Corp
UROY
$531M
$20.4K 0.01%
+5,600
AGG icon
104
iShares Core US Aggregate Bond ETF
AGG
$136B
$20.4K 0.01%
+205
AZO icon
105
AutoZone
AZO
$50.2B
$20.3K 0.01%
+6
EC icon
106
Ecopetrol
EC
$32.1B
$20.1K 0.01%
+1,340
WBD icon
107
Warner Bros
WBD
$67.7B
$18.9K 0.01%
+689
STRV icon
108
Strive 500 ETF
STRV
$1.12B
$18.9K 0.01%
+450
CNQ icon
109
Canadian Natural Resources
CNQ
$99.4B
$18.2K 0.01%
+373
TNK icon
110
Teekay Tankers
TNK
$2.45B
$17.5K 0.01%
+239
VXF icon
111
Vanguard Extended Market ETF
VXF
$29.8B
$16.5K 0.01%
+79
INSW icon
112
International Seaways
INSW
$3.86B
$15.2K 0.01%
+208
FLG
113
Flagstar Bank National Association
FLG
$5.74B
$15K 0.01%
+1,140
XMHQ icon
114
Invesco S&P MidCap Quality ETF
XMHQ
$5.39B
$14K 0.01%
+135
LNG icon
115
Cheniere Energy
LNG
$49.3B
$13.5K 0.01%
+47
VEU icon
116
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$13.2K 0.01%
+176
AVT icon
117
Avnet
AVT
$7.62B
$13.1K 0.01%
+212
BLDR icon
118
Builders FirstSource
BLDR
$7.99B
$11.4K 0.01%
+138
ITUB icon
119
Itaú Unibanco
ITUB
$83.7B
$11.2K 0.01%
+1,333
NRP icon
120
Natural Resource Partners
NRP
$1.39B
$9.07K 0.01%
+75
SCHP icon
121
Schwab US TIPS ETF
SCHP
$15.5B
$9.05K 0.01%
+340
COF icon
122
Capital One
COF
$111B
$8.06K ﹤0.01%
+44
CDE icon
123
Coeur Mining
CDE
$18.7B
$7.71K ﹤0.01%
+411
PPTA
124
Perpetua Resources
PPTA
$3.1B
$7.54K ﹤0.01%
+268
LUMN icon
125
Lumen
LUMN
$10.3B
$7.3K ﹤0.01%
+1,050