LAMC

Longview Asset Management (California) Portfolio holdings

AUM $181M
1-Year Est. Return 10.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.99%
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 +$4.58M
2 +$1.29M
3 +$985K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$940K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$602K

Sector Composition

1 Technology 1.55%
2 Communication Services 0.81%
3 Financials 0.65%
4 Industrials 0.55%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSM icon
76
TSMC
TSM
$1.76T
$58.7K 0.03%
210
IWD icon
77
iShares Russell 1000 Value ETF
IWD
$68.4B
$58.2K 0.03%
286
SPYV icon
78
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.2B
$56.7K 0.03%
1,024
+974
PHM icon
79
Pultegroup
PHM
$24.6B
$56.3K 0.03%
426
YORW icon
80
York Water
YORW
$472M
$54.5K 0.03%
1,792
RBA icon
81
RB Global
RBA
$19.4B
$53.9K 0.03%
497
TM icon
82
Toyota
TM
$286B
$53.5K 0.03%
280
WMT icon
83
Walmart Inc
WMT
$987B
$53.5K 0.03%
519
VTEB icon
84
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$51.8K 0.03%
1,035
CRWD icon
85
CrowdStrike
CRWD
$108B
$51.5K 0.03%
105
TJX icon
86
TJX Companies
TJX
$177B
$50.9K 0.03%
352
DEM icon
87
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.46B
$50.7K 0.03%
1,103
BLK icon
88
Blackrock
BLK
$149B
$47.8K 0.03%
41
V icon
89
Visa
V
$610B
$46.4K 0.03%
136
NOW icon
90
ServiceNow
NOW
$130B
$45.1K 0.03%
245
KRE icon
91
State Street SPDR S&P Regional Banking ETF
KRE
$3.99B
$44.3K 0.03%
700
WM icon
92
Waste Management
WM
$99.2B
$42.6K 0.02%
193
TDG icon
93
TransDigm Group
TDG
$73.1B
$40.9K 0.02%
31
MINT icon
94
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$40.1K 0.02%
398
+6
PSX icon
95
Phillips 66
PSX
$66.5B
$38.9K 0.02%
286
VIG icon
96
Vanguard Dividend Appreciation ETF
VIG
$102B
$37.8K 0.02%
175
SPDW icon
97
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.2B
$36.4K 0.02%
+850
MORN icon
98
Morningstar
MORN
$7.53B
$36K 0.02%
155
DLN icon
99
WisdomTree US LargeCap Dividend Fund
DLN
$5.73B
$34.8K 0.02%
400
RWT
100
Redwood Trust
RWT
$748M
$34.7K 0.02%
6,000