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
$227M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$240K
3
+$223K
4
GLW icon
Corning
GLW
+$213K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$191K

Top Sells

1
+$505K
2
+$106K
3
+$105K
4
IAU icon
iShares Gold Trust
IAU
+$95.7K
5
TSLA icon
Tesla
TSLA
+$74.7K

Sector Composition

1 Consumer Discretionary 17.11%
2 Technology 14%
3 Financials 10.72%
4 Industrials 6.51%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPI icon
51
WisdomTree India Earnings Fund ETF
EPI
$2.68B
$1.06M 0.47%
23,972
XBI icon
52
State Street SPDR S&P Biotech ETF
XBI
$8.2B
$1M 0.44%
10,000
IEMG icon
53
iShares Core MSCI Emerging Markets ETF
IEMG
$131B
$971K 0.43%
14,735
+1,178
VEA icon
54
Vanguard FTSE Developed Markets ETF
VEA
$202B
$920K 0.4%
15,346
GS icon
55
Goldman Sachs
GS
$289B
$902K 0.4%
1,133
-47
IWP icon
56
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$854K 0.38%
6,000
Z icon
57
Zillow
Z
$16.6B
$792K 0.35%
10,284
-900
XLF icon
58
State Street Financial Select Sector SPDR ETF
XLF
$54.4B
$767K 0.34%
14,242
TQQQ icon
59
ProShares UltraPro QQQ
TQQQ
$30B
$734K 0.32%
14,200
ABBV icon
60
AbbVie
ABBV
$379B
$708K 0.31%
3,057
VUG icon
61
Vanguard Growth ETF
VUG
$202B
$674K 0.3%
1,406
MMM icon
62
3M
MMM
$89.1B
$643K 0.28%
4,144
-15
IAU icon
63
iShares Gold Trust
IAU
$72.4B
$589K 0.26%
8,094
-1,315
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.06T
$573K 0.25%
1,139
+7
KRE icon
65
State Street SPDR S&P Regional Banking ETF
KRE
$4.3B
$507K 0.22%
8,010
-400
DLS icon
66
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$495K 0.22%
6,221
-220
EMR icon
67
Emerson Electric
EMR
$84B
$489K 0.22%
3,725
-70
SCHW icon
68
Charles Schwab
SCHW
$184B
$477K 0.21%
5,000
GIS icon
69
General Mills
GIS
$23.7B
$472K 0.21%
9,364
DIS icon
70
Walt Disney
DIS
$199B
$465K 0.2%
4,062
GGLL icon
71
Direxion Daily GOOGL Bull 2X Shares
GGLL
$1.07B
$442K 0.19%
7,000
EWZ icon
72
iShares MSCI Brazil ETF
EWZ
$7.14B
$439K 0.19%
14,175
EWJ icon
73
iShares MSCI Japan ETF
EWJ
$17B
$424K 0.19%
5,282
JOE icon
74
St. Joe Company
JOE
$3.78B
$415K 0.18%
8,384
PNC icon
75
PNC Financial Services
PNC
$90.2B
$404K 0.18%
2,010
1 2
3
4 5