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
$130M
AUM Growth
-$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$230K
3
+$202K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$185K
5
TSLA icon
Tesla
TSLA
+$129K

Top Sells

1
+$312K
2
+$304K
3
+$254K
4
GPC icon
Genuine Parts
GPC
+$216K
5
DGX icon
Quest Diagnostics
DGX
+$208K

Sector Composition

1 Consumer Discretionary 23.48%
2 Financials 13.51%
3 Technology 7.34%
4 Consumer Staples 7.21%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.07%
16,710
27
$1.25M 0.97%
15,169
28
$1.13M 0.87%
39,766
-1,000
29
$1.12M 0.87%
9,399
-2,540
30
$1.09M 0.84%
8,546
+1
31
$1.09M 0.84%
12,449
+50
32
$1.08M 0.83%
7,930
33
$1.07M 0.83%
20,497
-965
34
$1.02M 0.79%
20,757
+4,665
35
$986K 0.76%
1,712
36
$973K 0.75%
54,521
-2,445
37
$932K 0.72%
2,063
+4
38
$907K 0.7%
19,668
39
$806K 0.62%
15,100
-400
40
$804K 0.62%
22,336
41
$761K 0.59%
5,549
-380
42
$718K 0.55%
5,167
-299
43
$684K 0.53%
23,982
+3,057
44
$679K 0.52%
5,453
45
$656K 0.51%
1,988
46
$607K 0.47%
8,810
47
$603K 0.46%
6,000
48
$601K 0.46%
8,162
49
$598K 0.46%
4,300
-160
50
$597K 0.46%
8,810
-550
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