LAMNM

Longview Asset Management (New Mexico) Portfolio holdings

AUM $143M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.64M
3
+$1.52M
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$1.5M
5
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$1.48M

Top Sells

1
+$1.15M
2
+$1.15M
3
+$954K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$485K
5
INTU icon
Intuit
INTU
+$346K

Sector Composition

1 Technology 4.09%
2 Financials 1.71%
3 Consumer Discretionary 0.89%
4 Communication Services 0.77%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$799K 0.6%
2,756
+440
27
$657K 0.5%
1,321
+92
28
$626K 0.47%
1,009
-50
29
$605K 0.46%
3,830
+451
30
$496K 0.37%
10,009
-3,532
31
$454K 0.34%
1,174
32
$428K 0.32%
7,314
-1,749
33
$424K 0.32%
4,754
-351
34
$410K 0.31%
1,345
35
$350K 0.26%
1,709
36
$339K 0.26%
15,214
-7,120
37
$322K 0.24%
521
-63
38
$322K 0.24%
12,089
-5,473
39
$320K 0.24%
6,539
-3,366
40
$306K 0.23%
6,320
-787
41
$290K 0.22%
8,032
-1,035
42
$288K 0.22%
+2,500
43
$270K 0.2%
1,984
+3
44
$261K 0.2%
596
45
$251K 0.19%
8,742
-40,351
46
$230K 0.17%
5,430
-51
47
$229K 0.17%
1,499
48
$224K 0.17%
4,832
-339
49
$206K 0.16%
+650
50
$205K 0.16%
1,040
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