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
$131M
AUM Growth
-$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$432K
2
+$224K
3
+$109K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$97.7K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$95.1K

Top Sells

1
+$387K
2
+$205K
3
+$128K
4
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$50.8K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$25.2K

Sector Composition

1 Technology 1.39%
2 Healthcare 1.13%
3 Utilities 0.44%
4 Financials 0.32%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 10.69%
267,838
+2,081
2
$11.8M 8.97%
235,673
-2,549
3
$10.9M 8.32%
280,044
+2,111
4
$10.9M 8.26%
199,377
+420
5
$10.4M 7.93%
101,489
-245
6
$8.5M 6.47%
398,852
-18,168
7
$8.09M 6.15%
306,193
-1,922
8
$7.27M 5.53%
239,428
+1,235
9
$5.26M 4%
94,239
+904
10
$4.92M 3.74%
54,802
+320
11
$4.85M 3.69%
148,432
+1,212
12
$4.44M 3.38%
164,901
+929
13
$3.74M 2.85%
124,520
+3,165
14
$3.09M 2.35%
105,910
+790
15
$2.62M 1.99%
4,815
+36
16
$2.13M 1.62%
47,777
+380
17
$1.82M 1.39%
26,722
+712
18
$1.48M 1.13%
1,638
19
$1.28M 0.97%
47,543
+425
20
$1.24M 0.95%
8,524
21
$1.12M 0.85%
6,967
+47
22
$1.08M 0.82%
30,687
+1,298
23
$979K 0.74%
4,044
+41
24
$920K 0.7%
8,530
+4,008
25
$893K 0.68%
27,696
+240
1
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