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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.6M
3
+$19.7M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.1M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.8%
2 Communication Services 0.82%
3 Financials 0.69%
4 Industrials 0.69%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.6K 0.02%
+230
102
$25.5K 0.02%
+111
103
$25.2K 0.02%
+114
104
$25K 0.02%
+189
105
$24.3K 0.02%
+66
106
$24K 0.02%
+182
107
$23.2K 0.02%
+30
108
$22.8K 0.02%
+100
109
$22.6K 0.02%
+254
110
$22.3K 0.02%
+511
111
$22.3K 0.02%
+182
112
$21.9K 0.01%
+346
113
$21.6K 0.01%
+83
114
$20.7K 0.01%
+375
115
$17K 0.01%
+27
116
$16.9K 0.01%
+222
117
$16K 0.01%
+212
118
$16K 0.01%
+187
119
$15.5K 0.01%
+107
120
$14.9K 0.01%
+188
121
$13.8K 0.01%
+331
122
$13K 0.01%
+22
123
$12.8K 0.01%
+119
124
$11.7K 0.01%
+166
125
$10.9K 0.01%
+27
2 3 4
5
6