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
ASML icon
126
ASML
ASML
$665B
$7.05K ﹤0.01%
+5
ATI icon
127
ATI
ATI
$24.6B
$6.98K ﹤0.01%
+48
ARLP icon
128
Alliance Resource Partners
ARLP
$3.27B
$6.91K ﹤0.01%
+250
SAIC icon
129
Saic
SAIC
$4.85B
$6.62K ﹤0.01%
+69
AEM icon
130
Agnico Eagle Mines
AEM
$85.8B
$6.5K ﹤0.01%
+32
RSST icon
131
Return Stacked US Stocks & Managed Futures ETF
RSST
$479M
$6.38K ﹤0.01%
+225
AGI icon
132
Alamos Gold
AGI
$15.9B
$6.18K ﹤0.01%
+139
IDR icon
133
Idaho Strategic Resources
IDR
$580M
$6.01K ﹤0.01%
+187
UTWO icon
134
US Treasury 2 Year Note ETF
UTWO
$438M
$5.75K ﹤0.01%
+119
BRK.B icon
135
Berkshire Hathaway Class B
BRK.B
$1.03T
$5.71K ﹤0.01%
+11
SCHD icon
136
Schwab US Dividend Equity ETF
SCHD
$94.4B
$5.47K ﹤0.01%
+178
IDEQ
137
Lazard International Dynamic Equity ETF
IDEQ
$1.36B
$5.31K ﹤0.01%
+167
TMQ
138
Trilogy Metals
TMQ
$768M
$4.77K ﹤0.01%
+1,329
GRID icon
139
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$4.09K ﹤0.01%
+25
VTRS icon
140
Viatris
VTRS
$18.1B
$4.07K ﹤0.01%
+301
GLNG icon
141
Golar LNG
GLNG
$5.26B
$4.06K ﹤0.01%
+75
MA icon
142
Mastercard
MA
$417B
$4K ﹤0.01%
+8
UNIT
143
Uniti Group
UNIT
$2.73B
$3.78K ﹤0.01%
+403
MCO icon
144
Moody's
MCO
$78.3B
$3.36K ﹤0.01%
+7
LAC
145
Lithium Americas
LAC
$1.83B
$3.34K ﹤0.01%
+845
DHT icon
146
DHT Holdings
DHT
$2.64B
$3.29K ﹤0.01%
+180
MS icon
147
Morgan Stanley
MS
$331B
$3.15K ﹤0.01%
+19
NAK
148
Northern Dynasty Minerals
NAK
$1.26B
$3.08K ﹤0.01%
+2,200
NMM icon
149
Navios Maritime Partners
NMM
$2.04B
$3.04K ﹤0.01%
+45
CARG icon
150
CarGurus
CARG
$2.46B
$2.96K ﹤0.01%
+87