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
$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

Top Sells

1
+$2.69M
2
+$643K
3
+$353K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$306K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$201K

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
101
$22.6K 0.01%
254
102
$21.9K 0.01%
111
103
$21.8K 0.01%
182
104
$20.7K 0.01%
511
105
$19.8K 0.01%
222
106
$17.5K 0.01%
49
107
$16.3K 0.01%
107
108
$16K 0.01%
331
109
$15.6K 0.01%
376
110
$15.1K 0.01%
219
-9
111
$15.1K 0.01%
212
112
$13.9K 0.01%
187
113
$13.7K 0.01%
22
114
$13.4K 0.01%
166
115
$12.8K 0.01%
119
116
$11.8K 0.01%
+150
117
$10.4K 0.01%
47
118
$10K 0.01%
280
119
$9.74K 0.01%
68
120
$9.14K 0.01%
207
121
$8.36K 0.01%
150
+66
122
$4.67K ﹤0.01%
+90
123
$2.73K ﹤0.01%
26
124
$2.62K ﹤0.01%
50
125
$1.28K ﹤0.01%
14
2 3 4
5
6