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
$173M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$1.31M
3
+$1.01M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$942K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$606K

Top Sells

1
+$3.21M
2
+$415K
3
+$230K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$53K
5
SCHW icon
Charles Schwab
SCHW
+$50.5K

Sector Composition

1 Technology 1.55%
2 Communication Services 0.81%
3 Financials 0.65%
4 Industrials 0.55%
5 Consumer Discretionary 0.33%
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
$6.69B
$130K 0.07%
1,173
HMOP icon
52
Hartford Municipal Opportunities ETF
HMOP
$632M
$118K 0.07%
3,030
JMUB icon
53
JPMorgan Municipal ETF
JMUB
$6.24B
$116K 0.07%
2,300
SPMD icon
54
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.9B
$115K 0.07%
+2,007
JMST icon
55
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.52B
$101K 0.06%
1,975
VSGX icon
56
Vanguard ESG International Stock ETF
VSGX
$5.41B
$97.4K 0.06%
1,404
-15
LRCX icon
57
Lam Research
LRCX
$199B
$93.7K 0.05%
700
PLTR icon
58
Palantir
PLTR
$433B
$91.2K 0.05%
500
EMXF icon
59
iShares ESG Advanced MSCI EM ETF
EMXF
$122M
$90.1K 0.05%
1,991
-53
IUSG icon
60
iShares Core S&P US Growth ETF
IUSG
$26.3B
$84.7K 0.05%
+515
JPST icon
61
JPMorgan Ultra-Short Income ETF
JPST
$35B
$84.1K 0.05%
1,657
AVGO icon
62
Broadcom
AVGO
$1.84T
$82.5K 0.05%
250
JOBY icon
63
Joby Aviation
JOBY
$13.9B
$80.7K 0.05%
5,000
SCHG icon
64
Schwab US Large-Cap Growth ETF
SCHG
$52.9B
$80.1K 0.05%
+2,509
HEQT icon
65
Simplify Hedged Equity ETF
HEQT
$328M
$76.4K 0.04%
2,446
-160
PH icon
66
Parker-Hannifin
PH
$111B
$72K 0.04%
95
VTR icon
67
Ventas
VTR
$37.9B
$71.8K 0.04%
1,026
IJT icon
68
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.43B
$70.8K 0.04%
500
GS icon
69
Goldman Sachs
GS
$256B
$70.1K 0.04%
88
ITOT icon
70
iShares Core S&P Total US Stock Market ETF
ITOT
$80.7B
$69.9K 0.04%
+480
CGW icon
71
Invesco S&P Global Water Index ETF
CGW
$994M
$68.7K 0.04%
1,070
EFA icon
72
iShares MSCI EAFE ETF
EFA
$69.1B
$67.2K 0.04%
719
AMD icon
73
Advanced Micro Devices
AMD
$355B
$67.1K 0.04%
415
JQUA icon
74
JPMorgan US Quality Factor ETF
JQUA
$7.47B
$66.3K 0.04%
+1,054
JEPQ icon
75
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.9B
$60.7K 0.04%
1,056
1 2
3
4 5