LFA
Longview Financial Advisors Portfolio holdings
AUM
$164M
1-Year Est. Return
20.57%
This Fund
S&P 500
1 Year Est. Return
+20.57%
AUM
$164M
AUM Growth
+$16.5M
(+11%)
Holding
163
Top Buys
| 1 | +$714K | |
| 2 | +$626K | |
| 3 | +$531K | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$521K |
| 5 |
Simplify Managed Futures Strategy ETF
CTA
|
+$453K |
Top Sells
| 1 | +$454K | |
| 2 | +$230K | |
| 3 | +$204K | |
| 4 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
+$49.4K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Walt Disney
DIS
$173B
| $2.89K | ﹤0.01% |
+30
|
|
||
152
HCI Group
HCI
$1.91B
| $2.63K | ﹤0.01% |
+17
|
|
||
153
TotalEnergies
TTE
$199B
| $2.48K | ﹤0.01% |
+27
|
|
||
154
Avanos Medical
AVNS
$1.17B
| $2.03K | ﹤0.01% |
+145
|
|
||
155
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$606M
| $1.99K | ﹤0.01% |
+33
|
|
||
|
SOLS
156
Solstice Advanced Materials
SOLS
$13.8B
| $1.91K | ﹤0.01% |
+25
|
|
||
157
Chubb
CB
$121B
| $1.72K | ﹤0.01% |
+5
|
|
||
|
BTC
158
Grayscale Bitcoin Mini Trust ETF
BTC
$3.46B
| $600 | ﹤0.01% |
+20
|
|
||
159
Veralto
VLTO
$20.8B
| $531 | ﹤0.01% |
+6
|
|
||
160
Kyndryl
KD
$2.7B
| $525 | ﹤0.01% |
+40
|
|
||
|
ETH
161
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.64B
| $199 | ﹤0.01% |
+10
|
|
||
162
Colgate-Palmolive
CL
$67.9B
| $170 | ﹤0.01% |
+2
|
|
||
163
WisdomTree US Efficient Core Fund
NTSX
$1.38B
| – | – |
0
|
|