LFA

Longview Financial Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 8.17%
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$10.5M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$10.3M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.22%
2 Healthcare 0.77%
3 Utilities 0.43%
4 Financials 0.31%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 10.81%
+261,694
2
$12.1M 9.72%
+242,471
3
$10.5M 8.4%
+278,275
4
$10.3M 8.27%
+197,993
5
$10.2M 8.2%
+440,615
6
$9.93M 7.98%
+101,260
7
$7.93M 6.38%
+307,701
8
$7.41M 5.95%
+237,067
9
$5.28M 4.25%
+93,259
10
$4.94M 3.97%
+54,990
11
$4.48M 3.6%
+142,356
12
$3.69M 2.96%
+156,321
13
$2.83M 2.27%
+109,880
14
$2.82M 2.26%
+97,750
15
$2.27M 1.83%
+4,779
16
$2.09M 1.68%
+47,397
17
$1.82M 1.46%
+26,884
18
$1.22M 0.98%
+47,151
19
$1.14M 0.92%
+7,634
20
$1.01M 0.82%
+4,362
21
$984K 0.79%
+29,923
22
$955K 0.77%
+1,638
23
$923K 0.74%
+8,524
24
$900K 0.72%
+28,022
25
$632K 0.51%
+4,007
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