LAMC

Longview Asset Management (California) Portfolio holdings

AUM $184M
1-Year Est. Return 10.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.06M
3
+$604K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$405K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$397K

Top Sells

1
+$1.29M
2
+$274K
3
+$88.9K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$75.7K
5
META icon
Meta Platforms (Facebook)
META
+$64.1K

Sector Composition

1 Technology 1.37%
2 Industrials 0.66%
3 Communication Services 0.59%
4 Financials 0.59%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
51
Wells Fargo
WFC
$251B
$132K 0.07%
1,653
SPMD icon
52
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.4B
$119K 0.06%
2,009
HMOP icon
53
Hartford Municipal Opportunities ETF
HMOP
$770M
$117K 0.06%
3,030
JMUB icon
54
JPMorgan Municipal ETF
JMUB
$7.81B
$115K 0.06%
2,300
JMST icon
55
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.45B
$101K 0.05%
1,975
PH icon
56
Parker-Hannifin
PH
$111B
$99.4K 0.05%
111
VSGX icon
57
Vanguard ESG International Stock ETF
VSGX
$6.41B
$99.3K 0.05%
1,384
EMXF icon
58
iShares ESG Advanced MSCI EM ETF
EMXF
$153M
$91.4K 0.05%
1,911
-22
GS icon
59
Goldman Sachs
GS
$306B
$86.3K 0.05%
102
VTR icon
60
Ventas
VTR
$39.9B
$83.9K 0.05%
1,026
AVGO icon
61
Broadcom
AVGO
$1.83T
$80.8K 0.04%
261
IUSG icon
62
iShares Core S&P US Growth ETF
IUSG
$31.3B
$79.9K 0.04%
515
HEQT icon
63
Simplify Hedged Equity ETF
HEQT
$316M
$76.3K 0.04%
2,421
PLTR icon
64
Palantir
PLTR
$325B
$73.1K 0.04%
500
SCHG icon
65
Schwab US Large-Cap Growth ETF
SCHG
$58.8B
$73.1K 0.04%
2,509
IJT icon
66
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.46B
$72.4K 0.04%
500
TSM icon
67
TSMC
TSM
$2.15T
$71K 0.04%
210
EFA icon
68
iShares MSCI EAFE ETF
EFA
$75.5B
$70.7K 0.04%
728
-260
CGW icon
69
Invesco S&P Global Water Index ETF
CGW
$995M
$68.4K 0.04%
1,070
ITOT icon
70
iShares Core S&P Total US Stock Market ETF
ITOT
$91.4B
$68.4K 0.04%
480
WMT icon
71
Walmart Inc
WMT
$946B
$67.4K 0.04%
542
JQUA icon
72
JPMorgan US Quality Factor ETF
JQUA
$7.93B
$64.6K 0.04%
1,054
IWD icon
73
iShares Russell 1000 Value ETF
IWD
$74.9B
$61.1K 0.03%
286
JEPQ icon
74
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.7B
$58.6K 0.03%
1,056
SPYV icon
75
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$57.9K 0.03%
1,024
1 2
3
4 5