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
101
$368K 0.24%
+3,727
102
$367K 0.24%
+16,628
103
$366K 0.24%
+19,261
104
$356K 0.24%
+7,309
105
$334K 0.22%
+1,702
106
$328K 0.22%
+278
107
$292K 0.19%
+6,276
108
$268K 0.18%
+10,000
109
$242K 0.16%
+10,519
110
$238K 0.16%
+21
111
$207K 0.14%
+48,135
112
$193K 0.13%
+402
113
$44K 0.03%
+136