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
$103M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$390K
3
+$285K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$261K
5
TRV icon
Travelers Companies
TRV
+$204K

Top Sells

1
+$406K
2
+$357K
3
+$212K
4
PEP icon
PepsiCo
PEP
+$195K
5
BMY icon
Bristol-Myers Squibb
BMY
+$182K

Sector Composition

1 Consumer Discretionary 15.52%
2 Financials 13.51%
3 Consumer Staples 8.7%
4 Technology 6.88%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.31%
12,264
-292
27
$1.23M 1.19%
32,346
+380
28
$1.06M 1.03%
43,006
+2,890
29
$1.05M 1.02%
71,940
30
$1.04M 1.01%
12,285
-50
31
$1.04M 1%
26,603
+1,365
32
$1.02M 0.98%
8,421
+14
33
$959K 0.93%
9,104
-220
34
$912K 0.88%
19,943
+79
35
$840K 0.81%
6,265
-911
36
$789K 0.76%
2,063
37
$781K 0.76%
23,972
38
$765K 0.74%
1,675
-158
39
$750K 0.73%
5,345
+341
40
$720K 0.7%
15,150
41
$714K 0.69%
8,514
42
$650K 0.63%
35,300
-341
43
$627K 0.61%
14,940
+905
44
$591K 0.57%
18,358
-2,050
45
$550K 0.53%
6,334
+250
46
$547K 0.53%
2,568
+288
47
$528K 0.51%
8,045
-30
48
$518K 0.5%
5,834
+2,050
49
$517K 0.5%
8,810
50
$517K 0.5%
5,160
-293
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