LAMC

Longview Asset Management (California) Portfolio holdings

AUM $184M
1-Year Est. Return 10.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.06M
3
+$604K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$405K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$397K

Top Sells

1
+$1.29M
2
+$274K
3
+$88.9K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$75.7K
5
META icon
Meta Platforms (Facebook)
META
+$64.1K

Sector Composition

1 Technology 1.37%
2 Industrials 0.66%
3 Communication Services 0.59%
4 Financials 0.59%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TM icon
76
Toyota
TM
$231B
$57.7K 0.03%
280
TJX icon
77
TJX Companies
TJX
$178B
$56.2K 0.03%
352
YORW icon
78
York Water
YORW
$491M
$54.6K 0.03%
1,792
VTEB icon
79
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$51.6K 0.03%
1,035
PHM icon
80
Pultegroup
PHM
$22.6B
$50.1K 0.03%
426
RBA icon
81
RB Global
RBA
$19.5B
$47.6K 0.03%
497
KRE icon
82
State Street SPDR S&P Regional Banking ETF
KRE
$3.86B
$45.6K 0.02%
700
TDG icon
83
TransDigm Group
TDG
$69.3B
$44K 0.02%
38
CRWD icon
84
CrowdStrike
CRWD
$171B
$43.3K 0.02%
111
JOBY icon
85
Joby Aviation
JOBY
$9.39B
$41.3K 0.02%
5,000
MINT icon
86
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$40.8K 0.02%
406
BLK icon
87
Blackrock
BLK
$155B
$39.4K 0.02%
41
SPDW icon
88
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$38.8K 0.02%
850
VIG icon
89
Vanguard Dividend Appreciation ETF
VIG
$108B
$37.6K 0.02%
175
SHW icon
90
Sherwin-Williams
SHW
$75.3B
$36.5K 0.02%
114
RWT
91
Redwood Trust
RWT
$667M
$33.7K 0.02%
6,000
DLN icon
92
WisdomTree US LargeCap Dividend Fund
DLN
$6.08B
$31.1K 0.02%
348
-52
GEV icon
93
GE Vernova
GEV
$251B
$30.6K 0.02%
35
ISTB icon
94
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.9B
$30K 0.02%
619
DEM icon
95
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.89B
$27.6K 0.02%
555
-548
HD icon
96
Home Depot
HD
$310B
$27.3K 0.01%
83
SUB icon
97
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$26.6K 0.01%
250
-2,561
SYK icon
98
Stryker
SYK
$117B
$26.6K 0.01%
81
SDY icon
99
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$26.6K 0.01%
182
EOG icon
100
EOG Resources
EOG
$73.4B
$26.3K 0.01%
182
-25
2 3
4
5 6