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
$163M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.37M
3
+$695K
4
COST icon
Costco
COST
+$212K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$187K

Top Sells

1
+$4.18M
2
+$1.16M
3
+$636K
4
NUE icon
Nucor
NUE
+$261K
5
NFLX icon
Netflix
NFLX
+$208K

Sector Composition

1 Consumer Discretionary 18.99%
2 Technology 12.72%
3 Financials 10.85%
4 Consumer Staples 6.75%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.05%
40,351
+680
27
$1.53M 0.94%
58,888
+330
28
$1.52M 0.93%
13,176
-300
29
$1.38M 0.84%
6,804
30
$1.37M 0.84%
5,126
+5,123
31
$1.2M 0.73%
12,319
+104
32
$1.18M 0.72%
28,371
+25
33
$1.16M 0.71%
26,605
-26,605
34
$1.16M 0.71%
23,972
35
$1.15M 0.7%
37,446
36
$1.13M 0.69%
6,181
+322
37
$1.12M 0.69%
2,065
+2
38
$1.09M 0.67%
2,155
39
$1.07M 0.66%
8,879
40
$1.03M 0.63%
7,551
+38
41
$1.03M 0.63%
8,500
-143
42
$994K 0.61%
2,075
43
$982K 0.6%
12,540
44
$973K 0.6%
5,344
-119
45
$893K 0.55%
19,606
-71
46
$857K 0.52%
15,050
47
$739K 0.45%
14,946
48
$708K 0.43%
15,264
-1,838
49
$704K 0.43%
3,472
50
$695K 0.43%
+4,053
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