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
$152M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$858K
3
+$727K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$364K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$234K

Top Sells

1
+$4.29M
2
+$1.47M
3
+$323K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$182K
5
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$132K

Sector Composition

1 Technology 1.45%
2 Communication Services 0.75%
3 Financials 0.67%
4 Industrials 0.5%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.6K 0.02%
100
102
$23.3K 0.02%
182
103
$23K 0.02%
254
104
$22.8K 0.02%
111
105
$22.6K 0.01%
189
106
$20.8K 0.01%
98
-100
107
$20.4K 0.01%
511
108
$20.3K 0.01%
53
-81
109
$18.1K 0.01%
222
110
$17.7K 0.01%
107
111
$16.6K 0.01%
27
112
$14.5K 0.01%
331
113
$14.2K 0.01%
228
-118
114
$14.2K 0.01%
119
115
$13.5K 0.01%
212
116
$13.3K 0.01%
49
-200
117
$13.1K 0.01%
27
118
$12.4K 0.01%
22
119
$12.2K 0.01%
187
120
$11.9K 0.01%
166
121
$11.4K 0.01%
68
122
$10.8K 0.01%
376
123
$10.2K 0.01%
47
124
$9.03K 0.01%
207
-38
125
$8.68K 0.01%
280
2 3 4
5
6