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
$157M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$1.1M
3
+$419K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$231K

Top Sells

1
+$7.36M
2
+$194K
3
+$192K
4
BMY icon
Bristol-Myers Squibb
BMY
+$130K
5
T icon
AT&T
T
+$118K

Sector Composition

1 Consumer Discretionary 15.33%
2 Technology 11.27%
3 Financials 11.12%
4 Industrials 7.89%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.04%
62,209
+15,945
27
$1.63M 1.04%
39,671
+50
28
$1.57M 1%
13,476
+527
29
$1.54M 0.98%
28,346
-2,400
30
$1.41M 0.9%
58,558
-1,860
31
$1.36M 0.87%
6,804
+312
32
$1.19M 0.76%
37,446
-500
33
$1.15M 0.73%
7,513
-150
34
$1.15M 0.73%
12,215
35
$1.11M 0.71%
8,879
36
$1.08M 0.69%
2,063
37
$1.06M 0.68%
8,643
-539
38
$1.05M 0.67%
2,155
-15
39
$1.04M 0.66%
23,972
40
$1M 0.64%
12,540
+240
41
$921K 0.59%
2,075
-437
42
$892K 0.57%
5,859
+100
43
$871K 0.55%
15,050
+100
44
$858K 0.55%
19,677
-326
45
$834K 0.53%
17,102
-80
46
$824K 0.52%
5,463
+613
47
$776K 0.49%
180,000
-10,000
48
$750K 0.48%
14,946
49
$730K 0.46%
3,472
+635
50
$685K 0.44%
6,000
1
2
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