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
$136M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$229K
3
+$221K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$217K
5
DUK icon
Duke Energy
DUK
+$215K

Top Sells

1
+$1.24M
2
+$363K
3
+$202K
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$101K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$71.1K

Sector Composition

1 Healthcare 1.04%
2 Utilities 0.68%
3 Financials 0.35%
4 Consumer Staples 0.33%
5 Materials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.3M 10.47%
269,759
+1,921
2
$11.8M 8.66%
236,232
+559
3
$11.6M 8.53%
201,328
+1,951
4
$11.6M 8.52%
280,359
+315
5
$10.7M 7.85%
102,401
+912
6
$8.97M 6.57%
390,073
-8,779
7
$8.57M 6.28%
307,674
+1,481
8
$7.7M 5.64%
243,550
+4,122
9
$5.61M 4.11%
149,144
+712
10
$5.49M 4.02%
95,201
+962
11
$5.21M 3.82%
54,285
-517
12
$4.4M 3.22%
169,099
+4,198
13
$3.44M 2.52%
122,309
-2,211
14
$3.09M 2.27%
105,879
-31
15
$2.77M 2.03%
4,825
+10
16
$2.33M 1.71%
47,893
+116
17
$1.83M 1.34%
25,328
-1,394
18
$1.42M 1.04%
13,039
+4,509
19
$1.42M 1.04%
1,598
-40
20
$1.39M 1.02%
47,738
+195
21
$1.22M 0.89%
6,968
+1
22
$1.08M 0.79%
30,170
-517
23
$1.07M 0.78%
4,044
24
$976K 0.72%
27,696
25
$654K 0.48%
10,639
+19
1
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