LAMNM
Longview Asset Management (New Mexico) Portfolio holdings
AUM
$143M
1-Year Est. Return
18.47%
This Fund
S&P 500
1 Year Est. Return
+18.47%
AUM
$143M
AUM Growth
-$1.44M
(-1%)
Holding
57
Top Buys
| 1 | +$438K | |
| 2 | +$391K | |
| 3 | +$304K | |
| 4 |
Calvert International Responsible Index ETF
CVIE
|
+$300K |
| 5 |
Calvert US Large-Cap Core Responsible Index ETF
CVLC
|
+$270K |
Top Sells
| 1 | +$1.58M | |
| 2 | +$1.34M | |
| 3 | +$748K | |
| 4 |
Dimensional International Sustainability Core 1 ETF
DFSI
|
+$698K |
| 5 |
Avantis Responsible US Equity ETF
AVSU
|
+$417K |
Sector Composition
| 1 | Technology | 3.43% |
| 2 | Financials | 1.65% |
| 3 | Communication Services | 1.07% |
| 4 | Consumer Discretionary | 0.63% |
| 5 | Consumer Staples | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class A
GOOGL
$3.64T
| $200K | 0.14% |
+639
|
|
||
52
State Street Nuveen Municipal Bond ESG ETF
MBNE
$8.69M
| – | – |
-7,044
|
|
||
53
Nuveen ESG US Aggregate Bond ETF
NUBD
$473M
| – | – |
-9,284
|
|
||
54
Tesla
TSLA
$1.38T
| – | – |
-538
|
|
||
55
Bakkt Inc Warrants
BKKT.WS
$998K
| – | – |
-67,540
|
|
||
56
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
| – | – |
-2,542
|
|
||
|
BITF
57
Bitfarms
BITF
$1.31B
| – | – |
-16,700
|
|