LAMC
Longview Asset Management (California) Portfolio holdings
AUM
$173M
1-Year Est. Return
7.37%
1 Year Est. Return
+7.37%
AUM
$160M
AUM Growth
+$8.08M
(+5.3%)
Holding
134
Top Buys
| 1 | +$3.39M | |
| 2 | +$999K | |
| 3 | +$873K | |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$231K |
| 5 |
JPMorgan Income ETF
JPIE
|
+$196K |
Top Sells
| 1 | +$2.69M | |
| 2 | +$643K | |
| 3 | +$353K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$306K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Adobe
ADBE
$140B
| – | – |
-53
|
|
||
127
Salesforce
CRM
$229B
| – | – |
-105
|
|
||
128
Cintas
CTAS
$75.5B
| – | – |
-256
|
|
||
129
Alphabet (Google) Class C
GOOG
$3.37T
| – | – |
-287
|
|
||
130
Intuit
INTU
$181B
| – | – |
-27
|
|
||
131
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| – | – |
-1,406
|
|
||
132
Eli Lilly
LLY
$915B
| – | – |
-30
|
|
||
133
Mastercard
MA
$499B
| – | – |
-86
|
|
||
134
Vertex Pharmaceuticals
VRTX
$110B
| – | – |
-27
|
|