LAMC

Longview Asset Management (California) Portfolio holdings

AUM $160M
This Quarter Est. Return
1 Year Est. Return
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

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
VNQ icon
101
Vanguard Real Estate ETF
VNQ
$34.5B
$22.6K 0.01%
254
DHR icon
102
Danaher
DHR
$149B
$21.9K 0.01%
111
EOG icon
103
EOG Resources
EOG
$58.1B
$21.8K 0.01%
182
TCBK icon
104
TriCo Bancshares
TCBK
$1.38B
$20.7K 0.01%
511
ESGD icon
105
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.4B
$19.8K 0.01%
222
ETN icon
106
Eaton
ETN
$147B
$17.5K 0.01%
49
JNJ icon
107
Johnson & Johnson
JNJ
$467B
$16.3K 0.01%
107
EEM icon
108
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$16K 0.01%
331
TQQQ icon
109
ProShares UltraPro QQQ
TQQQ
$29.1B
$15.6K 0.01%
188
SPGM icon
110
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.26B
$15.1K 0.01%
219
-9
NKE icon
111
Nike
NKE
$100B
$15.1K 0.01%
212
PYPL icon
112
PayPal
PYPL
$66.1B
$13.9K 0.01%
187
IVV icon
113
iShares Core S&P 500 ETF
IVV
$667B
$13.7K 0.01%
22
BBCA icon
114
JPMorgan BetaBuilders Canada ETF
BBCA
$8.95B
$13.4K 0.01%
166
XOM icon
115
Exxon Mobil
XOM
$480B
$12.8K 0.01%
119
BSV icon
116
Vanguard Short-Term Bond ETF
BSV
$39B
$11.8K 0.01%
+150
AMT icon
117
American Tower
AMT
$90.4B
$10.4K 0.01%
47
PINS icon
118
Pinterest
PINS
$22.4B
$10K 0.01%
280
CVX icon
119
Chevron
CVX
$311B
$9.74K 0.01%
68
RWO icon
120
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$9.14K 0.01%
207
CMF icon
121
iShares California Muni Bond ETF
CMF
$3.42B
$8.36K 0.01%
150
+66
LW icon
122
Lamb Weston
LW
$9.15B
$4.67K ﹤0.01%
+90
PLD icon
123
Prologis
PLD
$118B
$2.73K ﹤0.01%
26
SPYV icon
124
SPDR Portfolio S&P 500 Value ETF
SPYV
$29B
$2.62K ﹤0.01%
50
UPRO icon
125
ProShares UltraPro S&P 500
UPRO
$4.69B
$1.28K ﹤0.01%
14