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
$107M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$583K
3
+$379K
4
VB icon
Vanguard Small-Cap ETF
VB
+$366K
5
AMZN icon
Amazon
AMZN
+$338K

Top Sells

1
+$504K
2
+$499K
3
+$384K
4
PYPL icon
PayPal
PYPL
+$279K
5
VDE icon
Vanguard Energy ETF
VDE
+$249K

Sector Composition

1 Consumer Discretionary 19.51%
2 Financials 12.5%
3 Consumer Staples 8.35%
4 Technology 6.94%
5 Healthcare 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 1.02%
71,940
-100
27
$1.09M 1.02%
12,706
-2,463
28
$1.09M 1.02%
27,401
-4,484
29
$989K 0.93%
9,737
+338
30
$988K 0.93%
8,397
-149
31
$934K 0.88%
12,285
-164
32
$927K 0.87%
40,291
+525
33
$890K 0.83%
7,905
-25
34
$880K 0.83%
21,118
+1,450
35
$878K 0.82%
1,832
+120
36
$844K 0.79%
20,197
-300
37
$778K 0.73%
2,063
38
$758K 0.71%
36,174
-18,347
39
$722K 0.68%
5,119
-48
40
$686K 0.64%
15,250
+150
41
$667K 0.63%
8,844
+34
42
$666K 0.62%
20,970
+213
43
$662K 0.62%
22,336
44
$598K 0.56%
2,013
+25
45
$590K 0.55%
5,453
46
$581K 0.54%
6,159
+610
47
$573K 0.54%
14,048
+3,013
48
$512K 0.48%
8,810
49
$505K 0.47%
8,075
-87
50
$479K 0.45%
15,242
-200
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2
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