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
$181M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.39M
3
+$1.36M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$671K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$394K

Top Sells

1
+$263K
2
+$201K
3
+$129K
4
META icon
Meta Platforms (Facebook)
META
+$88.5K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$84.8K

Sector Composition

1 Technology 1.56%
2 Communication Services 0.72%
3 Financials 0.68%
4 Industrials 0.59%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
126
Exxon Mobil
XOM
$561B
$14.3K 0.01%
119
SPGM icon
127
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.36B
$14.1K 0.01%
184
-15
NKE icon
128
Nike
NKE
$95.7B
$13.5K 0.01%
212
GOOG icon
129
Alphabet (Google) Class C
GOOG
$3.94T
$12.6K 0.01%
+40
IWO icon
130
iShares Russell 2000 Growth ETF
IWO
$14.1B
$12.3K 0.01%
+38
BSV icon
131
Vanguard Short-Term Bond ETF
BSV
$42.4B
$11.8K 0.01%
150
HOLA
132
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$265M
$11.8K 0.01%
226
-329
IJH icon
133
iShares Core S&P Mid-Cap ETF
IJH
$109B
$11.6K 0.01%
+175
GE icon
134
GE Aerospace
GE
$335B
$11.4K 0.01%
+37
AVUV icon
135
Avantis US Small Cap Value ETF
AVUV
$21.9B
$11.3K 0.01%
111
PGR icon
136
Progressive
PGR
$118B
$10.9K 0.01%
+48
PYPL icon
137
PayPal
PYPL
$51.8B
$10.9K 0.01%
187
RWO icon
138
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$9.32K 0.01%
207
CTAS icon
139
Cintas
CTAS
$78.6B
$9.03K 0.01%
+48
RTX icon
140
RTX Corp
RTX
$264B
$8.62K ﹤0.01%
+47
INTU icon
141
Intuit
INTU
$145B
$8.61K ﹤0.01%
+13
AMT icon
142
American Tower
AMT
$82.9B
$8.25K ﹤0.01%
47
MSD
143
Morgan Stanley Emerging Markets Debt Fund
MSD
$152M
$8.16K ﹤0.01%
1,104
-874
PINS icon
144
Pinterest
PINS
$16.8B
$7.25K ﹤0.01%
280
LIN icon
145
Linde
LIN
$203B
$6.4K ﹤0.01%
+15
NEE icon
146
NextEra Energy
NEE
$174B
$5.78K ﹤0.01%
+72
MCD icon
147
McDonald's
MCD
$217B
$5.5K ﹤0.01%
+18
ABT icon
148
Abbott
ABT
$210B
$5.01K ﹤0.01%
+40
TMO icon
149
Thermo Fisher Scientific
TMO
$237B
$4.64K ﹤0.01%
+8
SBUX icon
150
Starbucks
SBUX
$108B
$4.63K ﹤0.01%
+55
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