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
$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
76
$44.8K 0.03%
287
77
$44.7K 0.03%
193
78
$43.8K 0.03%
426
-47
79
$42.9K 0.03%
352
80
$42.6K 0.03%
415
81
$42.2K 0.03%
500
82
$41.9K 0.03%
250
83
$39.8K 0.03%
700
84
$39K 0.03%
388
+3
85
$39K 0.03%
245
86
$38.8K 0.03%
41
87
$37K 0.02%
105
88
$36.4K 0.02%
6,000
89
$35.3K 0.02%
286
90
$34.9K 0.02%
210
91
$34.2K 0.02%
98
92
$33.9K 0.02%
175
93
$31.7K 0.02%
400
-48
94
$30.2K 0.02%
81
95
$30.1K 0.02%
5,000
96
$28.7K 0.02%
66
97
$28.2K 0.02%
105
98
$24.9K 0.02%
68
99
$24.8K 0.02%
30
100
$24.7K 0.02%
182
2 3
4
5 6