VCM

Viewpoint Capital Management Portfolio holdings

AUM $214M
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$376K
3
+$320K
4
VZ icon
Verizon
VZ
+$202K
5
NFLX icon
Netflix
NFLX
+$201K

Top Sells

1
+$6.67M
2
+$425K
3
+$419K
4
PLTR icon
Palantir
PLTR
+$402K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Consumer Discretionary 13.84%
2 Financials 11.8%
3 Technology 10.02%
4 Industrials 8.6%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$222B
$984K 0.46%
15,352
+6
EPI icon
52
WisdomTree India Earnings Fund ETF
EPI
$2.12B
$978K 0.46%
23,972
TSLA icon
53
Tesla
TSLA
$1.47T
$912K 0.43%
2,454
-16,194
CLX icon
54
Clorox
CLX
$11.4B
$892K 0.42%
8,609
-1,089
SOFI icon
55
SoFi Technologies
SOFI
$20.6B
$823K 0.38%
51,817
-9,000
GS icon
56
Goldman Sachs
GS
$306B
$799K 0.37%
945
-125
IWP icon
57
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$769K 0.36%
6,000
IAU icon
58
iShares Gold Trust
IAU
$67.1B
$710K 0.33%
8,049
-195
XLF icon
59
State Street Financial Select Sector SPDR ETF
XLF
$50.5B
$683K 0.32%
13,842
-400
ABBV icon
60
AbbVie
ABBV
$401B
$657K 0.31%
3,022
-35
VUG icon
61
Vanguard Growth ETF
VUG
$221B
$614K 0.29%
8,430
-6
TQQQ icon
62
ProShares UltraPro QQQ
TQQQ
$34.4B
$571K 0.27%
13,700
-500
BRK.B icon
63
Berkshire Hathaway Class B
BRK.B
$1.05T
$549K 0.26%
1,146
GGLL icon
64
Direxion Daily GOOGL Bull 2X ETF
GGLL
$1.23B
$546K 0.26%
7,000
EWZ icon
65
iShares MSCI Brazil ETF
EWZ
$9.68B
$542K 0.25%
14,109
-66
KRE icon
66
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
$522K 0.24%
8,010
JOE icon
67
St. Joe Company
JOE
$3.72B
$514K 0.24%
8,180
-204
DLS icon
68
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$507K 0.24%
6,221
MMM icon
69
3M
MMM
$80.2B
$493K 0.23%
3,394
-750
EMR icon
70
Emerson Electric
EMR
$77.4B
$488K 0.23%
3,725
SCHW icon
71
Charles Schwab
SCHW
$155B
$470K 0.22%
5,000
MRK icon
72
Merck
MRK
$298B
$426K 0.2%
3,544
+1
PNC icon
73
PNC Financial Services
PNC
$91.7B
$418K 0.2%
2,010
GLD icon
74
SPDR Gold Trust
GLD
$143B
$398K 0.19%
925
+25
IAT icon
75
iShares US Regional Banks ETF
IAT
$616M
$392K 0.18%
7,290
1 2
3
4 5