LAMC
Longview Asset Management (California) Portfolio holdings
AUM
$160M
This Quarter Return
-1.77%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.78%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$31.8M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$23.6M |
| 3 |
JPMorgan Income ETF
JPIE
|
$19.7M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$14.1M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
SPDR Dow Jones Global Real Estate ETF
RWO
$1.11B
| $10.5K | 0.01% |
+245
| New | +$10.5K |
|
127
Chevron
CVX
$326B
| $9.85K | 0.01% |
+68
| New | +$9.85K |
|
128
American Tower
AMT
$93.9B
| $8.62K | 0.01% |
+47
| New | +$8.62K |
|
129
Pinterest
PINS
$25B
| $8.12K | 0.01% |
+280
| New | +$8.12K |
|
|
AMTM
130
Amentum Holdings, Inc.
AMTM
$6.08B
| $3.93K | ﹤0.01% |
+187
| New | +$3.93K |
|
131
iShares California Muni Bond ETF
CMF
$3.35B
| $3.78K | ﹤0.01% |
+66
| New | +$3.78K |
|
132
Prologis
PLD
$103B
| $2.75K | ﹤0.01% |
+26
| New | +$2.75K |
|
133
SPDR Portfolio S&P 500 Value ETF
SPYV
$28B
| $2.56K | ﹤0.01% |
+50
| New | +$2.56K |
|
134
ProShares UltraPro S&P 500
UPRO
$4.36B
| $1.24K | ﹤0.01% |
+14
| New | +$1.24K |
|