VCM

Viewpoint Capital Management Portfolio holdings

AUM $231M
1-Year Est. Return 27.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$349K
3
+$226K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$211K
5
BMNG
Leverage Shares 2X Long BMNR Daily ETF
BMNG
+$198K

Top Sells

1
+$549K
2
+$240K
3
+$229K
4
AAPL icon
Apple
AAPL
+$224K
5
ARKK icon
ARK Innovation ETF
ARKK
+$223K

Sector Composition

1 Consumer Discretionary 17.4%
2 Financials 12.09%
3 Technology 12%
4 Industrials 7.06%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPI icon
51
WisdomTree India Earnings Fund ETF
EPI
$2.54B
$1.11M 0.48%
23,972
IEMG icon
52
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
$1.06M 0.46%
15,786
+1,051
IWS icon
53
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
$1.03M 0.45%
7,299
-1,000
CLX icon
54
Clorox
CLX
$13.7B
$978K 0.42%
9,698
-15
VEA icon
55
Vanguard FTSE Developed Markets ETF
VEA
$204B
$959K 0.42%
15,346
GS icon
56
Goldman Sachs
GS
$248B
$941K 0.41%
1,070
-63
IWP icon
57
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$822K 0.36%
6,000
XLF icon
58
State Street Financial Select Sector SPDR ETF
XLF
$49.5B
$780K 0.34%
14,242
TQQQ icon
59
ProShares UltraPro QQQ
TQQQ
$26.2B
$749K 0.32%
14,200
Z icon
60
Zillow
Z
$11.2B
$702K 0.3%
10,284
ABBV icon
61
AbbVie
ABBV
$411B
$698K 0.3%
3,057
VUG icon
62
Vanguard Growth ETF
VUG
$194B
$686K 0.3%
1,406
GGLL icon
63
Direxion Shares ETF Trust Direxion Daily GOOGL Bull 2X ETF
GGLL
$1.01B
$678K 0.29%
7,000
IAU icon
64
iShares Gold Trust
IAU
$82.7B
$669K 0.29%
8,244
+150
MMM icon
65
3M
MMM
$82.3B
$663K 0.29%
4,144
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.08T
$576K 0.25%
1,146
+7
KRE icon
67
State Street SPDR S&P Regional Banking ETF
KRE
$3.99B
$519K 0.22%
8,010
DLS icon
68
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$504K 0.22%
6,221
SCHW icon
69
Charles Schwab
SCHW
$167B
$500K 0.22%
5,000
JOE icon
70
St. Joe Company
JOE
$4.05B
$498K 0.22%
8,384
EMR icon
71
Emerson Electric
EMR
$79.9B
$494K 0.21%
3,725
DIS icon
72
Walt Disney
DIS
$181B
$462K 0.2%
4,062
EWZ icon
73
iShares MSCI Brazil ETF
EWZ
$9.04B
$450K 0.2%
14,175
GIS icon
74
General Mills
GIS
$23.2B
$435K 0.19%
9,364
PNC icon
75
PNC Financial Services
PNC
$85.7B
$420K 0.18%
2,010
1 2
3
4 5