LAMC

Longview Asset Management (California) Portfolio holdings

AUM $173M
1-Year Est. Return 7.37%
This Quarter Est. Return
1 Year Est. Return
+7.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$858K
3
+$727K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$364K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$234K

Top Sells

1
+$4.29M
2
+$1.47M
3
+$323K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$182K
5
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$132K

Sector Composition

1 Technology 1.45%
2 Communication Services 0.75%
3 Financials 0.67%
4 Industrials 0.5%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$599K 0.4%
5,676
-3,058
27
$506K 0.33%
19,552
-153
28
$425K 0.28%
2,059
29
$392K 0.26%
1,190
-355
30
$388K 0.26%
1,410
+9
31
$295K 0.19%
527
32
$262K 0.17%
699
33
$255K 0.17%
1,040
-50
34
$234K 0.15%
1,228
35
$230K 0.15%
4,757
-140
36
$220K 0.15%
2,816
+52
37
$210K 0.14%
1,940
-1,000
38
$199K 0.13%
4,399
39
$181K 0.12%
2,368
+105
40
$174K 0.11%
184
41
$161K 0.11%
1,383
42
$159K 0.1%
1,384
43
$158K 0.1%
1,019
44
$130K 0.09%
244
45
$129K 0.09%
2,036
46
$119K 0.08%
1,653
47
$117K 0.08%
3,030
48
$115K 0.08%
2,300
49
$114K 0.08%
1,173
50
$84.1K 0.06%
1,426
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