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
51
$225K 0.19%
+1,076
52
$221K 0.19%
596
53
$213K 0.18%
1,040
54
$211K 0.18%
5,481
+242
55
$202K 0.17%
+5,005
56
– –
-14,017
57
– –
-834
1 2
3