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
51
$205K 0.16%
1,105
+29
52
$204K 0.15%
671
-270
53
$204K 0.15%
+276
54
$204K 0.15%
+739
55
$202K 0.15%
5,039
+34
56
– –
-4,899
57
– –
-2,283
58
– –
-563
59
– –
-1,608
1 2
3