LAMNM
Longview Asset Management (New Mexico) Portfolio holdings
AUM
$132M
1 Year Est. Return
–
AUM
$117M
AUM Growth
+$1.81M
(+1.6%)
Holding
57
Top Buys
| 1 | +$1.6M | |
| 2 | +$1.45M | |
| 3 | +$1.27M | |
| 4 |
Dimensional International Sustainability Core 1 ETF
DFSI
|
+$1.12M |
| 5 |
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
|
+$1.02M |
Top Sells
| 1 | +$1.64M | |
| 2 | +$1.43M | |
| 3 | +$1.37M | |
| 4 |
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
FEIG
|
+$567K |
| 5 |
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
AbbVie
ABBV
$385B
| $225K | 0.19% |
+1,076
|
|
||
52
Vanguard Growth ETF
VUG
$203B
| $221K | 0.19% |
596
|
|
||
53
Danaher
DHR
$152B
| $213K | 0.18% |
1,040
|
|
||
54
Dimensional US Core Equity Market ETF
DFAU
$9.57B
| $211K | 0.18% |
5,481
+242
|
|
||
55
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $202K | 0.17% |
+5,005
|
|
||
|
56
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
FEIG
$43.7M
| – | – |
-14,017
|
|
||
57
Tesla
TSLA
$1.52T
| – | – |
-834
|
|