LAMNM

Longview Asset Management (New Mexico) Portfolio holdings

AUM $145M
1-Year Est. Return 13.51%
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.45M
3
+$1.27M
4
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$1.12M
5
DFSE icon
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
+$1.02M

Top Sells

1
+$1.64M
2
+$1.43M
3
+$1.37M
4
FEIG icon
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
FEIG
+$567K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$489K

Sector Composition

1 Technology 4.94%
2 Financials 1.86%
3 Healthcare 0.82%
4 Consumer Discretionary 0.79%
5 Consumer Staples 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$797K 0.68%
7,786
-898
27
$661K 0.57%
13,541
-10,008
28
$595K 0.51%
1,059
-12
29
$568K 0.49%
2,316
+14
30
$495K 0.43%
22,334
-5,329
31
$485K 0.42%
9,063
-333
32
$485K 0.42%
4,899
-13,884
33
$461K 0.4%
1,229
+666
34
$452K 0.39%
17,562
-7,199
35
$450K 0.39%
1,174
36
$434K 0.37%
9,905
-128
37
$417K 0.36%
5,105
-193
38
$387K 0.33%
1,345
39
$366K 0.31%
3,379
-266
40
$346K 0.3%
563
41
$332K 0.28%
1,709
-180
42
$327K 0.28%
584
+42
43
$310K 0.27%
9,067
-464
44
$305K 0.26%
7,107
-72
45
$292K 0.25%
2,283
-650
46
$263K 0.23%
+1,981
47
$259K 0.22%
941
+193
48
$249K 0.21%
1,499
49
$238K 0.2%
5,171
-6,354
50
$227K 0.2%
+1,608
1
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