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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$19.7M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.1M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.8%
2 Communication Services 0.82%
3 Financials 0.69%
4 Industrials 0.69%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$82.5K 0.06%
+1,637
52
$80.9K 0.05%
+1,406
53
$80.9K 0.05%
+1,426
54
$77.4K 0.05%
+1,619
55
$76.2K 0.05%
+2,044
56
$67.7K 0.05%
+500
57
$60.4K 0.04%
+95
58
$60.4K 0.04%
+1,026
59
$59.7K 0.04%
+850
60
$59.6K 0.04%
+134
61
$59.5K 0.04%
+1,056
62
$58.6K 0.04%
+1,792
63
$58K 0.04%
+1,070
64
$58K 0.04%
+250
65
$54.7K 0.04%
+287
66
$54.5K 0.04%
+280
67
$54.4K 0.04%
+719
68
$52.2K 0.04%
+155
69
$52K 0.03%
+41
70
$51.9K 0.03%
+49
71
$51.5K 0.03%
+473
72
$50.6K 0.03%
+700
73
$50.4K 0.03%
+88
74
$50.1K 0.03%
+415
75
$46.9K 0.03%
+519
1 2
3
4 5