LAMC

Longview Asset Management (California) Portfolio holdings

AUM $184M
1-Year Est. Return 10.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.17%
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
+$3.32M
2
+$963K
3
+$813K
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$220K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$194K

Top Sells

1
+$2.67M
2
+$637K
3
+$328K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$288K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$200K

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
126
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-27
127
– –
-86
128
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-30
129
– –
-1,406
130
– –
-27
131
– –
-287
132
– –
-256
133
– –
-105
134
– –
-53
2 3 4 5
6