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
$151M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$9.81M
3 +$5.88M
4
HOMB icon
Home BancShares
HOMB
+$5.54M
5
HCSG icon
Healthcare Services Group
HCSG
+$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 27.05%
2 Healthcare 15.43%
3 Technology 13.72%
4 Financials 13.69%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$548K 0.36%
+3,612
77
$543K 0.36%
+9,599
78
$536K 0.36%
+12,020
79
$530K 0.35%
+22,260
80
$528K 0.35%
+5,132
81
$527K 0.35%
+25,140
82
$497K 0.33%
+35,110
83
$497K 0.33%
+7,486
84
$496K 0.33%
+12,959
85
$489K 0.32%
+7,716
86
$486K 0.32%
+17,818
87
$485K 0.32%
+6,329
88
$477K 0.32%
+5,064
89
0
90
$460K 0.31%
+4,091
91
$459K 0.3%
+8,748
92
$449K 0.3%
+444,792
93
$439K 0.29%
+12,461
94
$438K 0.29%
+9,598
95
$435K 0.29%
+188
96
$434K 0.29%
+9,916
97
$420K 0.28%
+8,121
98
$412K 0.27%
+8,423
99
$409K 0.27%
+3,659
100
$407K 0.27%
+19,073