PVAM

Pacific View Asset Management Portfolio holdings

AUM $20.8M
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.1M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.34M
3 +$2.29M
4
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$1.85M
5
ABCB icon
Ameris Bancorp
ABCB
+$1.4M

Sector Composition

1 Industrials 20.07%
2 Financials 16.37%
3 Healthcare 13.83%
4 Technology 11.41%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$937K 1.1%
23,851
-64,110
27
$762K 0.9%
20,572
+7,944
28
$664K 0.78%
+33,996
29
$661K 0.78%
+5,257
30
$605K 0.71%
69,143
+11,258
31
$572K 0.67%
23,909
-13,408
32
$568K 0.67%
7,637
-7,631
33
$520K 0.61%
438,637
-10,902
34
$494K 0.58%
7,619
35
$446K 0.52%
7,550
+298
36
$437K 0.51%
6,534
+1,629
37
$428K 0.5%
7,089
38
$410K 0.48%
16,334
-928
39
$371K 0.44%
5,491
40
$351K 0.41%
5,411
41
$334K 0.39%
12,226
42
$329K 0.39%
3,434
-4,974
43
$311K 0.37%
3,108
-5,798
44
$309K 0.36%
3,356
-4,677
45
$299K 0.35%
+22,241
46
$295K 0.35%
7,008
47
$289K 0.34%
4,806
+328
48
$280K 0.33%
6,956
-28,532
49
$276K 0.32%
2,520
50
$274K 0.32%
9,576