LAMC

Longview Asset Management (California) Portfolio holdings

AUM $181M
1-Year Est. Return 10.99%
This Quarter Est. Return
1 Year Est. Return
+10.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$999K
3
+$873K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$231K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$196K

Top Sells

1
+$2.69M
2
+$643K
3
+$353K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$306K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$201K

Sector Composition

1 Technology 1.41%
2 Communication Services 0.85%
3 Financials 0.7%
4 Industrials 0.51%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$552K 0.35%
5,190
-486
27
$521K 0.33%
4,112
-6
28
$476K 0.3%
16,459
-3,093
29
$462K 0.29%
1,190
30
$429K 0.27%
1,410
31
$326K 0.2%
527
32
$323K 0.2%
649
-50
33
$307K 0.19%
1,940
34
$302K 0.19%
1,040
35
$268K 0.17%
1,222
-6
36
$257K 0.16%
2,822
+6
37
$217K 0.14%
4,386
-13
38
$198K 0.12%
2,374
+6
39
$195K 0.12%
1,383
40
$181K 0.11%
183
-1
41
$175K 0.11%
1,384
42
$170K 0.11%
962
-57
43
$148K 0.09%
2,036
44
$138K 0.09%
244
45
$132K 0.08%
1,653
46
$117K 0.07%
1,173
47
$116K 0.07%
3,030
48
$114K 0.07%
2,300
49
$101K 0.06%
+1,975
50
$92.9K 0.06%
1,419
-7
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