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
$133M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$512K
3
+$481K
4
EUSB icon
iShares ESG Advanced Total USD Bond Market ETF
EUSB
+$331K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$329K

Top Sells

1
+$516K
2
+$213K
3
+$116K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$113K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$89.7K

Sector Composition

1 Technology 1.31%
2 Healthcare 0.96%
3 Utilities 0.42%
4 Financials 0.31%
5 Materials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 11.02%
265,757
+4,063
2
$11.9M 8.95%
238,222
-4,249
3
$11.6M 8.68%
198,957
+964
4
$11M 8.27%
277,933
-342
5
$10.8M 8.13%
101,734
+474
6
$9.12M 6.85%
417,020
-23,595
7
$8.32M 6.25%
308,115
+414
8
$7.61M 5.71%
238,193
+1,126
9
$5.41M 4.06%
93,335
+76
10
$5.11M 3.83%
54,482
-508
11
$4.79M 3.6%
147,220
+4,864
12
$4.09M 3.07%
163,972
+7,651
13
$3.48M 2.61%
121,355
+11,475
14
$3.14M 2.36%
105,120
+7,370
15
$2.5M 1.88%
4,779
16
$2.19M 1.64%
47,397
17
$1.91M 1.43%
26,010
-874
18
$1.28M 0.96%
47,118
-33
19
$1.27M 0.96%
1,638
20
$1.13M 0.85%
6,920
-714
21
$1.12M 0.84%
8,524
22
$1M 0.75%
4,003
-359
23
$991K 0.74%
29,389
-534
24
$905K 0.68%
27,456
-566
25
$565K 0.42%
3,338
-669
1
2