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
$179M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$584K
3
+$541K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$481K
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$449K

Top Sells

1
+$1.29M
2
+$278K
3
+$228K
4
Z icon
Zillow
Z
+$109K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$65.8K

Sector Composition

1 Consumer Discretionary 18.32%
2 Technology 11.79%
3 Financials 9.96%
4 Consumer Staples 6.79%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.15%
63,688
+4,800
27
$1.88M 1.05%
40,321
-30
28
$1.56M 0.87%
30,576
+2,205
29
$1.51M 0.84%
12,996
-180
30
$1.43M 0.8%
6,804
31
$1.39M 0.78%
40,856
+3,410
32
$1.37M 0.76%
8,362
+811
33
$1.35M 0.75%
6,122
+2,650
34
$1.31M 0.73%
27,144
+539
35
$1.3M 0.72%
9,613
+1,113
36
$1.28M 0.72%
12,319
37
$1.24M 0.69%
14,755
+2,215
38
$1.23M 0.69%
2,528
+453
39
$1.22M 0.68%
2,158
+3
40
$1.22M 0.68%
23,972
41
$1.19M 0.66%
7,193
+1,012
42
$1.18M 0.66%
2,060
-5
43
$1.17M 0.66%
8,879
44
$1.01M 0.57%
4,058
+5
45
$997K 0.56%
19,535
-71
46
$987K 0.55%
16,050
+1,000
47
$891K 0.5%
13,604
-1,660
48
$887K 0.5%
16,744
+1,798
49
$883K 0.49%
5,384
+40
50
$818K 0.46%
37,351
+5,513
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