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
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.36M
3
+$6.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
MSFT icon
Microsoft
MSFT
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 23.26%
2 Financials 13.64%
3 Technology 7.36%
4 Consumer Staples 7.22%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.46%
+9,360
52
$624K 0.45%
+8,810
53
$603K 0.44%
+15,442
54
$588K 0.43%
+4,060
55
$566K 0.41%
+11,086
56
$553K 0.4%
+1,391
57
$531K 0.39%
+12,278
58
$494K 0.36%
+7,992
59
$478K 0.35%
+4,087
60
$477K 0.35%
+6,471
61
$434K 0.31%
+1,450
62
$433K 0.31%
+2,295
63
$419K 0.3%
+3,611
64
$416K 0.3%
+3,220
65
$416K 0.3%
+14,825
66
$403K 0.29%
+2,010
67
$384K 0.28%
+13,900
68
$373K 0.27%
+4,010
69
$373K 0.27%
+10,711
70
$365K 0.26%
+7,262
71
$359K 0.26%
+5,361
72
$359K 0.26%
+1,118
73
$312K 0.23%
+6,000
74
$307K 0.22%
+6,629
75
$304K 0.22%
+815
1 2
3
4 5