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%