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
$111M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$436K
2 +$410K
3 +$228K
4
AMZN icon
Amazon
AMZN
+$227K
5
NUE icon
Nucor
NUE
+$204K

Top Sells

1 +$456K
2 +$204K
3 +$154K
4
PEP icon
PepsiCo
PEP
+$106K
5
PG icon
Procter & Gamble
PG
+$86.7K

Sector Composition

1 Consumer Discretionary 18.59%
2 Financials 11.04%
3 Technology 8.39%
4 Consumer Staples 7.91%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.52M 1.37%
19,960
-5,982
27
$1.34M 1.2%
12,239
-25
28
$1.26M 1.13%
31,956
-390
29
$1.16M 1.04%
40,856
-2,150
30
$1.07M 0.96%
26,603
31
$1.07M 0.96%
12,215
-70
32
$996K 0.89%
8,496
+75
33
$943K 0.85%
8,879
-225
34
$863K 0.77%
19,342
-601
35
$845K 0.76%
2,063
36
$832K 0.75%
1,675
37
$811K 0.73%
18,232
-126
38
$798K 0.72%
5,046
-299
39
$783K 0.7%
14,950
-200
40
$777K 0.7%
5,965
-300
41
$756K 0.68%
23,972
42
$685K 0.61%
8,014
-500
43
$675K 0.61%
14,940
44
$654K 0.59%
33,990
-1,310
45
$641K 0.58%
2,568
46
$617K 0.55%
6,159
-175
47
$570K 0.51%
7,975
-70
48
$559K 0.5%
6,356
+1,196
49
$546K 0.49%
6,000
50
$460K 0.41%
2,170
+90