LAMC

Longview Asset Management (California) Portfolio holdings

AUM $173M
1-Year Est. Return 7.37%
This Quarter Est. Return
1 Year Est. Return
+7.37%
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
126
$4.73K ﹤0.01%
84
+18
127
$2.91K ﹤0.01%
26
128
$2.55K ﹤0.01%
50
129
$1.03K ﹤0.01%
14
130
– –
-83
131
– –
-375
132
– –
-230
133
– –
-114
134
– –
-915
135
– –
-187
2 3 4 5
6