VCM

Viewpoint Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 31.36%
This Quarter Est. Return
1 Year Est. Return
+31.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$227K
3
+$150K
4
VB icon
Vanguard Small-Cap ETF
VB
+$104K
5
VUG icon
Vanguard Growth ETF
VUG
+$50.3K

Top Sells

1
+$853K
2
+$361K
3
+$264K
4
GXC icon
SPDR S&P China ETF
GXC
+$206K
5
BMY icon
Bristol-Myers Squibb
BMY
+$163K

Sector Composition

1 Consumer Discretionary 22.18%
2 Financials 12.22%
3 Consumer Staples 8.22%
4 Technology 6.58%
5 Healthcare 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.05%
27,401
27
$1.02M 1.01%
16,710
28
$975K 0.96%
12,335
+50
29
$917K 0.91%
25,238
+4,120
30
$901K 0.89%
8,407
+10
31
$896K 0.89%
9,324
-413
32
$873K 0.86%
71,940
33
$866K 0.86%
1,833
+1
34
$802K 0.79%
19,864
-333
35
$792K 0.78%
40,116
-175
36
$750K 0.74%
7,176
-729
37
$737K 0.73%
2,063
38
$732K 0.72%
23,972
+1,636
39
$652K 0.64%
8,514
-330
40
$642K 0.63%
5,004
-115
41
$599K 0.59%
15,150
-100
42
$584K 0.58%
20,408
-562
43
$574K 0.57%
6,084
-75
44
$547K 0.54%
35,641
-533
45
$539K 0.53%
1,839
-174
46
$519K 0.51%
8,810
47
$510K 0.5%
14,035
-13
48
$504K 0.5%
5,453
49
$488K 0.48%
2,280
+235
50
$471K 0.47%
6,000
1
2
3 4 5