LAMC

Longview Asset Management (California) Portfolio holdings

AUM $160M
This Quarter Est. Return
1 Year Est. Return
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

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
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$180B
$92.3K 0.06%
1,619
EMXF icon
52
iShares ESG Advanced MSCI EM ETF
EMXF
$117M
$87.6K 0.05%
2,044
JPST icon
53
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$84K 0.05%
1,657
+20
HEQT icon
54
Simplify Hedged Equity ETF
HEQT
$309M
$78.3K 0.05%
2,606
-225
AVGO icon
55
Broadcom
AVGO
$1.65T
$68.9K 0.04%
250
PLTR icon
56
Palantir
PLTR
$431B
$68.2K 0.04%
500
LRCX icon
57
Lam Research
LRCX
$182B
$68.1K 0.04%
700
CGW icon
58
Invesco S&P Global Water Index ETF
CGW
$1.04B
$66.9K 0.04%
1,070
IJT icon
59
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.32B
$66.5K 0.04%
500
IEFA icon
60
iShares Core MSCI EAFE ETF
IEFA
$158B
$66.4K 0.04%
795
PH icon
61
Parker-Hannifin
PH
$93.6B
$66.4K 0.04%
95
VTR icon
62
Ventas
VTR
$32.5B
$64.8K 0.04%
1,026
EFA icon
63
iShares MSCI EAFE ETF
EFA
$68.7B
$64.3K 0.04%
719
GS icon
64
Goldman Sachs
GS
$236B
$62.3K 0.04%
88
AMD icon
65
Advanced Micro Devices
AMD
$390B
$58.9K 0.04%
415
JEPQ icon
66
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.9B
$57.4K 0.04%
1,056
YORW icon
67
York Water
YORW
$468M
$56.6K 0.04%
1,792
IWD icon
68
iShares Russell 1000 Value ETF
IWD
$65B
$55.5K 0.03%
+286
CRWD icon
69
CrowdStrike
CRWD
$126B
$53.5K 0.03%
105
RBA icon
70
RB Global
RBA
$18.5B
$52.8K 0.03%
497
JOBY icon
71
Joby Aviation
JOBY
$15.5B
$52.8K 0.03%
5,000
WMT icon
72
Walmart
WMT
$853B
$50.7K 0.03%
519
VTEB icon
73
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$50.7K 0.03%
+1,035
CRBN icon
74
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.05B
$50.4K 0.03%
238
NOW icon
75
ServiceNow
NOW
$190B
$50.4K 0.03%
49