LFA

Longview Financial Advisors Portfolio holdings

AUM $164M
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$6.79M
3
+$5.78M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$5.48M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$202K

Top Sells

1
+$3.58M
2
+$3.15M
3
+$2.09M
4
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$1.75M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$1.57M

Sector Composition

1 Healthcare 0.87%
2 Utilities 0.66%
3 Consumer Staples 0.58%
4 Financials 0.48%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 9.86%
313,052
-48,437
2
$12.3M 8.77%
214,052
-62,944
3
$12M 8.59%
106,010
-28,395
4
$11.7M 8.32%
374,286
-57,273
5
$11.3M 8.02%
308,963
-44,420
6
$10.5M 7.51%
+421,613
7
$7.84M 5.59%
68,859
+59,954
8
$7.57M 5.4%
170,828
+130,648
9
$7.5M 5.35%
167,710
+1,892
10
$6.36M 4.54%
210,634
+195,367
11
$5.29M 3.77%
189,094
+1,129
12
$3.75M 2.67%
137,173
+2,354
13
$3.31M 2.36%
122,858
+3,505
14
$3.03M 2.16%
4,544
+1
15
$3M 2.14%
60,085
-1,290
16
$2.33M 1.66%
44,776
+4
17
$1.54M 1.1%
25,542
-1,028
18
$1.53M 1.09%
42,813
-129
19
$1.38M 0.99%
20,137
-372
20
$1.22M 0.87%
1,598
21
$1.2M 0.86%
12,079
-247
22
$1.2M 0.85%
23,784
-15,192
23
$1.17M 0.84%
19,825
-514
24
$1.12M 0.8%
15,244
-264
25
$1.04M 0.74%
25,384
-52
1
2