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
76
$50K 0.03%
1,103
77
$48.7K 0.03%
155
78
$48.3K 0.03%
136
79
$48.2K 0.03%
280
80
$47.6K 0.03%
210
81
$47.1K 0.03%
31
-10
82
$44.9K 0.03%
426
83
$44.2K 0.03%
193
84
$43.5K 0.03%
352
85
$43K 0.03%
41
86
$41.6K 0.03%
700
87
$39.4K 0.02%
392
+4
88
$35.8K 0.02%
175
89
$35.5K 0.02%
6,000
90
$34.1K 0.02%
286
91
$33.6K 0.02%
98
92
$32.9K 0.02%
400
93
$32K 0.02%
81
94
$30.1K 0.02%
619
-4,138
95
$25.7K 0.02%
66
96
$24.9K 0.02%
68
97
$24.7K 0.02%
182
98
$24.6K 0.02%
187
-2
99
$23K 0.01%
100
100
$22.8K 0.01%
98
2 3
4
5 6