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
$160M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$999K
3
+$873K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$231K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$196K

Top Sells

1
+$2.69M
2
+$643K
3
+$353K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$306K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$201K

Sector Composition

1 Technology 1.41%
2 Communication Services 0.85%
3 Financials 0.7%
4 Industrials 0.51%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$92.3K 0.06%
1,619
52
$87.6K 0.05%
2,044
53
$84K 0.05%
1,657
+20
54
$78.3K 0.05%
2,606
-225
55
$68.9K 0.04%
250
56
$68.2K 0.04%
500
57
$68.1K 0.04%
700
58
$66.9K 0.04%
1,070
59
$66.5K 0.04%
500
60
$66.4K 0.04%
795
61
$66.4K 0.04%
95
62
$64.8K 0.04%
1,026
63
$64.3K 0.04%
719
64
$62.3K 0.04%
88
65
$58.9K 0.04%
415
66
$57.4K 0.04%
1,056
67
$56.6K 0.04%
1,792
68
$55.5K 0.03%
+286
69
$53.5K 0.03%
105
70
$52.8K 0.03%
497
71
$52.8K 0.03%
5,000
72
$50.7K 0.03%
519
73
$50.7K 0.03%
+1,035
74
$50.4K 0.03%
238
75
$50.4K 0.03%
245
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3
4 5