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
$129M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$629K
3
+$425K
4
COST icon
Costco
COST
+$406K
5
HD icon
Home Depot
HD
+$398K

Top Sells

1
+$330K
2
+$286K
3
+$147K
4
DIS icon
Walt Disney
DIS
+$116K
5
MMM icon
3M
MMM
+$80.1K

Sector Composition

1 Consumer Discretionary 20.23%
2 Financials 10.13%
3 Technology 9.58%
4 Consumer Staples 8.11%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.2%
39,111
+7,155
27
$1.4M 1.08%
13,039
+800
28
$1.39M 1.08%
51,639
+2,700
29
$1.31M 1.01%
2,430
+755
30
$1.19M 0.92%
7,461
+2,415
31
$1.17M 0.9%
40,856
32
$1.08M 0.84%
26,603
33
$1.04M 0.81%
12,215
34
$975K 0.75%
8,879
35
$966K 0.75%
8,522
+26
36
$916K 0.71%
18,232
37
$914K 0.71%
2,063
38
$913K 0.71%
20,152
+810
39
$877K 0.68%
12,100
+4,125
40
$868K 0.67%
5,965
41
$834K 0.65%
23,972
42
$787K 0.61%
14,950
43
$690K 0.53%
14,940
44
$649K 0.5%
8,464
+450
45
$623K 0.48%
2,170
46
$587K 0.45%
36,803
+2,813
47
$580K 0.45%
6,000
48
$575K 0.44%
4,800
+830
49
$574K 0.44%
4,744
+390
50
$570K 0.44%
1,543
+190
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