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
JNJ icon
101
Johnson & Johnson
JNJ
$560B
$26.2K 0.01%
107
-9
VBR icon
102
Vanguard Small-Cap Value ETF
VBR
$35.5B
$26.1K 0.01%
120
NOW icon
103
ServiceNow
NOW
$116B
$25.6K 0.01%
245
TCBK icon
104
TriCo Bancshares
TCBK
$1.62B
$24.3K 0.01%
511
UNP icon
105
Union Pacific
UNP
$162B
$24.3K 0.01%
100
J icon
106
Jacobs Solutions
J
$14.5B
$23.8K 0.01%
187
WM icon
107
Waste Management
WM
$88.5B
$23K 0.01%
100
VNQ icon
108
Vanguard Real Estate ETF
VNQ
$37.5B
$22.5K 0.01%
254
HON icon
109
Honeywell
HON
$136B
$22.2K 0.01%
98
-24
ESGD icon
110
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$21.2K 0.01%
222
DHR icon
111
Danaher
DHR
$130B
$21K 0.01%
111
-17
LLY icon
112
Eli Lilly
LLY
$1.01T
$20.2K 0.01%
22
XOM icon
113
Exxon Mobil
XOM
$621B
$20.2K 0.01%
119
EEM icon
114
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$18.8K 0.01%
331
ETN icon
115
Eaton
ETN
$154B
$17.5K 0.01%
49
SPEM icon
116
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$17.5K 0.01%
372
TQQQ icon
117
ProShares UltraPro QQQ
TQQQ
$34B
$15.7K 0.01%
376
BBCA icon
118
JPMorgan BetaBuilders Canada ETF
BBCA
$10.4B
$15.6K 0.01%
166
IVV icon
119
iShares Core S&P 500 ETF
IVV
$833B
$14.4K 0.01%
22
CVX icon
120
Chevron
CVX
$373B
$14.1K 0.01%
68
-27
SPGM icon
121
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.6B
$13.9K 0.01%
183
-1
AVUV icon
122
Avantis US Small Cap Value ETF
AVUV
$27.4B
$12.3K 0.01%
111
IWO icon
123
iShares Russell 2000 Growth ETF
IWO
$14.2B
$11.9K 0.01%
38
HOLA
124
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$286M
$11.9K 0.01%
226
IJH icon
125
iShares Core S&P Mid-Cap ETF
IJH
$118B
$11.8K 0.01%
175
3 4
5
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