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
51
$264K 0.31%
4,925
+193
52
$243K 0.29%
211
+54
53
$207K 0.24%
21,585
+497
54
$207K 0.24%
2,608
55
$200K 0.24%
3,679
56
-20,441
57
-2,470
58
-100,950
59
-11,975
60
-5,381
61
-7,405
62
-6,380
63
-5,556
64
-2,708
65
-369,604
66
-8,887
67
-88,165
68
-9,813
69
-12,341
70
-12,338
71
-4,578
72
-7,364
73
-3,526
74
-4,779
75
-18,186