LFA

Longview Financial Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 9.49%
This Quarter Est. Return
1 Year Est. Return
+9.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.64M
3
+$2.43M
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.03M
5
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$1.82M

Top Sells

1
+$12.3M
2
+$4.92M
3
+$4.27M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$3.39M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$2.27M

Sector Composition

1 Healthcare 1.14%
2 Utilities 0.58%
3 Financials 0.45%
4 Consumer Staples 0.44%
5 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 13.14%
279,622
+73,553
2
$14.6M 12.53%
368,041
+66,597
3
$13.4M 11.48%
133,968
+24,369
4
$11.2M 9.57%
414,328
+67,539
5
$11.1M 9.51%
352,782
+64,552
6
$6.86M 5.89%
168,749
+11,956
7
$5.87M 5.04%
198,428
+18,600
8
$3.82M 3.28%
76,359
-67,870
9
$3.73M 3.2%
147,758
+19,000
10
$3.46M 2.97%
126,779
+3,152
11
$2.62M 2.25%
4,679
-89
12
$2.2M 1.89%
46,487
-1,409
13
$1.91M 1.64%
38,131
+26,501
14
$1.63M 1.4%
30,609
-229,916
15
$1.52M 1.3%
28,473
-92,378
16
$1.48M 1.27%
23,229
-482
17
$1.37M 1.18%
47,093
-650
18
$1.33M 1.14%
1,614
+8
19
$1.24M 1.07%
14,281
-49,001
20
$1.24M 1.06%
35,374
+3,858
21
$1.06M 0.91%
6,118
-781
22
$1.02M 0.88%
3,957
-87
23
$876K 0.75%
26,004
-1,703
24
$607K 0.52%
10,289
-350
25
$541K 0.46%
6,609
-145
1
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