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
$190M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$522K
3
+$508K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$481K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Top Sells

1
+$216K
2
+$165K
3
+$133K
4
Z icon
Zillow
Z
+$96.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$78.9K

Sector Composition

1 Consumer Discretionary 20.48%
2 Technology 11.88%
3 Financials 10.43%
4 Consumer Staples 6.56%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.07%
14,051
+681
27
$1.88M 0.98%
33,155
+2,579
28
$1.8M 0.95%
8,157
+2,035
29
$1.77M 0.93%
3,468
+940
30
$1.69M 0.89%
40,296
-25
31
$1.68M 0.88%
8,808
+1,615
32
$1.64M 0.86%
21,655
+6,900
33
$1.63M 0.86%
6,810
+6
34
$1.57M 0.82%
9,642
+1,280
35
$1.55M 0.81%
12,319
36
$1.39M 0.73%
12,929
-67
37
$1.34M 0.7%
4,068
+10
38
$1.3M 0.68%
40,856
39
$1.27M 0.67%
2,175
+17
40
$1.27M 0.67%
9,658
+45
41
$1.22M 0.64%
23,281
+3,746
42
$1.21M 0.64%
2,069
+9
43
$1.18M 0.62%
26,821
-323
44
$1.14M 0.6%
8,839
-40
45
$1.09M 0.57%
23,972
46
$1.02M 0.54%
5,389
+5
47
$1.01M 0.53%
44,182
+6,831
48
$911K 0.48%
12,304
-1,300
49
$910K 0.48%
184,900
+1,500
50
$866K 0.46%
16,050
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