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
$152M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$858K
3
+$727K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$364K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$234K

Top Sells

1
+$4.29M
2
+$1.47M
3
+$323K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$182K
5
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$132K

Sector Composition

1 Technology 1.45%
2 Communication Services 0.75%
3 Financials 0.67%
4 Industrials 0.5%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$82.9K 0.05%
1,637
52
$82.3K 0.05%
1,619
53
$80.9K 0.05%
2,831
-4,631
54
$80.3K 0.05%
1,406
55
$78.2K 0.05%
2,044
56
$70.5K 0.05%
1,026
57
$62.3K 0.04%
500
58
$62.1K 0.04%
1,792
59
$60.1K 0.04%
795
-55
60
$59.6K 0.04%
1,070
61
$58.8K 0.04%
719
62
$57.7K 0.04%
95
63
$56.7K 0.04%
41
64
$54.7K 0.04%
1,056
65
$52.6K 0.03%
256
66
$50.9K 0.03%
700
67
$49.9K 0.03%
497
68
$49.4K 0.03%
280
69
$48.1K 0.03%
88
70
$47.7K 0.03%
136
71
$47.1K 0.03%
86
72
$46.5K 0.03%
155
73
$46.4K 0.03%
1,103
74
$45.6K 0.03%
519
75
$45.5K 0.03%
238
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3
4 5