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
$125M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$272K
3
+$269K
4
GGLL icon
Direxion Daily GOOGL Bull 2X Shares
GGLL
+$208K
5
DVY icon
iShares Select Dividend ETF
DVY
+$70.5K

Top Sells

1
+$632K
2
+$231K
3
+$203K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
EMR icon
Emerson Electric
EMR
+$74.8K

Sector Composition

1 Consumer Discretionary 19.75%
2 Financials 10.18%
3 Technology 9.19%
4 Consumer Staples 7.92%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.23%
13,039
27
$1.5M 1.2%
39,621
+510
28
$1.4M 1.12%
51,039
-600
29
$1.37M 1.09%
2,425
-5
30
$1.09M 0.87%
41,556
+700
31
$1.04M 0.83%
26,603
32
$1M 0.8%
7,662
+201
33
$998K 0.8%
12,215
34
$988K 0.79%
9,177
+655
35
$926K 0.74%
8,879
36
$882K 0.7%
2,063
37
$881K 0.7%
23,972
38
$865K 0.69%
5,965
39
$848K 0.68%
12,300
+200
40
$845K 0.68%
20,092
-60
41
$814K 0.65%
17,632
-600
42
$742K 0.59%
14,950
43
$689K 0.55%
5,224
+480
44
$653K 0.52%
14,940
45
$651K 0.52%
2,170
46
$628K 0.5%
4,800
47
$591K 0.47%
39,319
+2,516
48
$574K 0.46%
8,964
+500
49
$564K 0.45%
1,575
+32
50
$548K 0.44%
6,000
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