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
$103M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.42M
3
+$1.84M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.81M
5
LHCG
LHC Group LLC
LHCG
+$1.58M

Top Sells

1
+$11.2M
2
+$4M
3
+$3.91M
4
ABCB icon
Ameris Bancorp
ABCB
+$3.07M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$2.77M

Sector Composition

1 Industrials 20.54%
2 Healthcare 17.58%
3 Technology 15.18%
4 Consumer Staples 8.95%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614K 0.46%
+12,317
52
$608K 0.46%
9,689
+1,973
53
$603K 0.45%
23,249
-1,891
54
$597K 0.45%
11,298
-58,173
55
$572K 0.43%
21,602
+4,974
56
$540K 0.41%
9,835
-1,407
57
$521K 0.39%
2,572
-1,890
58
$517K 0.39%
+9,281
59
$510K 0.38%
7,124
-725
60
$472K 0.36%
+31,070
61
$470K 0.35%
12,983
-31,114
62
$449K 0.34%
15,338
-10,741
63
$444K 0.33%
+115,422
64
$435K 0.33%
10,400
-6,423
65
$408K 0.31%
6,096
-4,320
66
$407K 0.31%
2,354
-1,670
67
$401K 0.3%
1,919
-1,361
68
$389K 0.29%
5,034
-11,248
69
$388K 0.29%
5,661
-4,007
70
$358K 0.27%
4,603
-3,254
71
$351K 0.26%
4,762
-3,337
72
$349K 0.26%
11,424
-7,967
73
$347K 0.26%
+3,796
74
$347K 0.26%
4,408
-3,078
75
$344K 0.26%
2,983
-2,081
1 2
3
4 5