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
$181M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.39M
3
+$1.36M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$671K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$394K

Top Sells

1
+$263K
2
+$201K
3
+$129K
4
META icon
Meta Platforms (Facebook)
META
+$88.5K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$84.8K

Sector Composition

1 Technology 1.56%
2 Communication Services 0.72%
3 Financials 0.68%
4 Industrials 0.59%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
51
iShares S&P Small-Cap 600 Value ETF
IJS
$7.55B
$133K 0.07%
1,173
LRCX icon
52
Lam Research
LRCX
$287B
$120K 0.07%
700
HMOP icon
53
Hartford Municipal Opportunities ETF
HMOP
$665M
$119K 0.07%
3,030
SPMD icon
54
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16B
$116K 0.06%
2,009
+2
JMUB icon
55
JPMorgan Municipal ETF
JMUB
$6.68B
$116K 0.06%
2,300
JMST icon
56
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.74B
$101K 0.06%
1,975
VSGX icon
57
Vanguard ESG International Stock ETF
VSGX
$5.85B
$99.1K 0.05%
1,384
-20
PH icon
58
Parker-Hannifin
PH
$118B
$97.6K 0.05%
111
+16
EFA icon
59
iShares MSCI EAFE ETF
EFA
$72.6B
$94.9K 0.05%
988
+269
AVGO icon
60
Broadcom
AVGO
$1.56T
$90.3K 0.05%
261
+11
EMXF icon
61
iShares ESG Advanced MSCI EM ETF
EMXF
$131M
$89.9K 0.05%
1,933
-58
GS icon
62
Goldman Sachs
GS
$289B
$89.7K 0.05%
102
+14
AMD icon
63
Advanced Micro Devices
AMD
$410B
$88.9K 0.05%
415
PLTR icon
64
Palantir
PLTR
$398B
$88.9K 0.05%
500
IUSG icon
65
iShares Core S&P US Growth ETF
IUSG
$27B
$86.5K 0.05%
515
SCHG icon
66
Schwab US Large-Cap Growth ETF
SCHG
$52.1B
$81.8K 0.05%
2,509
VTR icon
67
Ventas
VTR
$36.3B
$79.4K 0.04%
1,026
HEQT icon
68
Simplify Hedged Equity ETF
HEQT
$342M
$77.6K 0.04%
2,421
-25
ITOT icon
69
iShares Core S&P Total US Stock Market ETF
ITOT
$81.3B
$71.4K 0.04%
480
IJT icon
70
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.72B
$70.6K 0.04%
500
CGW icon
71
Invesco S&P Global Water Index ETF
CGW
$1.02B
$67.4K 0.04%
1,070
JQUA icon
72
JPMorgan US Quality Factor ETF
JQUA
$7.65B
$66.6K 0.04%
1,054
JOBY icon
73
Joby Aviation
JOBY
$13.4B
$66K 0.04%
5,000
TSM icon
74
TSMC
TSM
$1.73T
$63.8K 0.04%
210
JEPQ icon
75
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$33.9B
$61.4K 0.03%
1,056
1 2
3
4 5