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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
$117M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.44M
3
+$1.35M
4
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$1.12M
5
DFSE icon
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
+$1.03M

Top Sells

1
+$1.71M
2
+$1.41M
3
+$1.36M
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
1
$23.7M 20.33%
661,609
+35,451
2
$14.9M 12.74%
425,674
+32,149
3
$7.34M 6.3%
217,970
+30,382
4
$6.8M 5.84%
240,847
+51,319
5
$4.96M 4.26%
85,726
+9,702
6
$4.04M 3.46%
67,277
-4,518
7
$3.99M 3.42%
70,323
+7,604
8
$3.91M 3.35%
17,591
-7,399
9
$3.87M 3.32%
121,589
-7,303
10
$3.05M 2.62%
64,302
-30,185
11
$2.96M 2.54%
47,424
-3,994
12
$2.93M 2.52%
289,380
+18,291
13
$2.85M 2.45%
41,379
+10,993
14
$2.71M 2.32%
62,776
+10,389
15
$2.42M 2.07%
26,355
+145
16
$2.26M 1.94%
4,813
17
$2.22M 1.9%
57,896
+12,327
18
$2.12M 1.82%
52,393
-2,350
19
$1.66M 1.42%
32,221
-3,667
20
$1.6M 1.37%
+2
21
$1.42M 1.22%
49,093
+2,647
22
$946K 0.81%
39,093
+18,374
23
$922K 0.79%
4,848
-500
24
$886K 0.76%
5,200
25
$866K 0.74%
5,542
+198
1
2 3