VCM

Viewpoint Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 27.43%
This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.36M
3
+$6.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
MSFT icon
Microsoft
MSFT
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 23.26%
2 Financials 13.64%
3 Technology 7.36%
4 Consumer Staples 7.22%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.06%
+11,939
27
$1.46M 1.06%
+16,710
28
$1.34M 0.97%
+40,766
29
$1.26M 0.91%
+7,930
30
$1.22M 0.88%
+12,399
31
$1.06M 0.77%
+56,966
32
$1.05M 0.76%
+8,545
33
$1.03M 0.74%
+16,092
34
$1.02M 0.74%
+21,462
35
$978K 0.71%
+2,059
36
$973K 0.71%
+19,668
37
$972K 0.7%
+1,712
38
$953K 0.69%
+5,466
39
$928K 0.67%
+15,169
40
$918K 0.67%
+5,929
41
$901K 0.65%
+15,500
42
$848K 0.61%
+10,000
43
$815K 0.59%
+22,336
44
$810K 0.59%
+5,453
45
$764K 0.55%
+20,925
46
$761K 0.55%
+1,988
47
$691K 0.5%
+6,000
48
$671K 0.49%
+1,995
49
$647K 0.47%
+4,460
50
$642K 0.47%
+8,162
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