VCM

Viewpoint Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 27.43%
This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$404K
2
+$384K
3
+$309K
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$264K
5
UBER icon
Uber
UBER
+$230K

Top Sells

1
+$129K
2
+$107K
3
+$70.4K
4
DIS icon
Walt Disney
DIS
+$56.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$43.4K

Sector Composition

1 Consumer Discretionary 20.01%
2 Financials 10.69%
3 Technology 9.88%
4 Consumer Staples 7.17%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.1%
30,746
-846
27
$1.45M 1.02%
60,418
-90
28
$1.29M 0.91%
12,949
-90
29
$1.25M 0.87%
46,264
-4,775
30
$1.14M 0.8%
12,215
31
$1.13M 0.79%
37,946
-3,610
32
$1.1M 0.77%
6,492
+527
33
$1.09M 0.76%
26,605
+2
34
$1.09M 0.76%
7,663
+1
35
$1.08M 0.75%
9,182
+5
36
$1.03M 0.72%
8,879
37
$1.03M 0.72%
2,512
+937
38
$994K 0.7%
17,182
-450
39
$983K 0.69%
23,972
40
$981K 0.69%
2,063
41
$927K 0.65%
12,300
42
$823K 0.58%
14,950
43
$812K 0.57%
5,759
+535
44
$807K 0.56%
20,003
-89
45
$768K 0.54%
2,170
46
$716K 0.5%
14,946
+6
47
$677K 0.47%
4,850
+50
48
$652K 0.46%
38,833
-486
49
$627K 0.44%
6,000
50
$585K 0.41%
190,000
+43,000
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