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
1
$27.9M 18.43%
353,827
-54,366
2
$22.3M 14.73%
676,700
-5,521
3
$20.8M 13.7%
450,708
+18,619
4
$14.6M 9.62%
245,308
+2,059
5
$11.6M 7.63%
193,677
+12,180
6
$6.39M 4.22%
+78,154
7
$5.62M 3.71%
183,730
+7,096
8
$4.81M 3.17%
181,614
+6,765
9
$4.45M 2.94%
160,340
+8,441
10
$4.27M 2.82%
146,531
+12,491
11
$3.79M 2.5%
32,068
+1,263
12
$2.43M 1.61%
46,468
-27,978
13
$2.31M 1.53%
88,136
+7,156
14
$2.03M 1.34%
56,753
+5,282
15
$1.37M 0.91%
6,180
-21
16
$1.13M 0.75%
36,191
17
$1.01M 0.67%
30,128
+2,396
18
$918K 0.61%
1,593
19
$909K 0.6%
23,105
-74
20
$858K 0.57%
7,372
-162
21
$738K 0.49%
19,192
-90
22
$720K 0.48%
20,632
+758
23
$679K 0.45%
16,481
-357
24
$662K 0.44%
10,029
+6
25
$636K 0.42%
26,213
-367
1
2 3 4 5