LAMNM
Longview Asset Management (New Mexico) Portfolio holdings
AUM
$132M
This Quarter Return
+8.97%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$15.8M
(+14%)
Cap. Flow
+$6.33M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
69.32%
Holding
59
New
4
Increased
19
Reduced
24
Closed
4
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
AbbVie
ABBV
$375B
| $205K | 0.16% |
1,105
+29
| +3% | +$5.38K |
|
52
Vanguard Total Stock Market ETF
VTI
$528B
| $204K | 0.15% |
671
-270
| -29% | -$82.1K |
|
53
Meta Platforms (Facebook)
META
$1.88T
| $204K | 0.15% |
+276
| New | +$204K |
|
54
Broadcom
AVGO
$1.44T
| $204K | 0.15% |
+739
| New | +$204K |
|
55
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.86B
| $202K | 0.15% |
5,039
+34
| +0.7% | +$1.36K |
|
56
iShares Core US Aggregate Bond ETF
AGG
$131B
| – | – |
-4,899
| Closed | -$485K |
|
57
iShares Biotechnology ETF
IBB
$5.66B
| – | – |
-2,283
| Closed | -$292K |
|
58
Intuit
INTU
$187B
| – | – |
-563
| Closed | -$346K |
|
59
TE Connectivity
TEL
$61.6B
| – | – |
-1,608
| Closed | -$227K |
|