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
$130M
AUM Growth
-$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$230K
3
+$202K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$185K
5
TSLA icon
Tesla
TSLA
+$129K

Top Sells

1
+$312K
2
+$304K
3
+$254K
4
GPC icon
Genuine Parts
GPC
+$216K
5
DGX icon
Quest Diagnostics
DGX
+$208K

Sector Composition

1 Consumer Discretionary 23.48%
2 Financials 13.51%
3 Technology 7.34%
4 Consumer Staples 7.21%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$592K 0.46%
15,442
52
$561K 0.43%
14,825
53
$530K 0.41%
11,035
-51
54
$528K 0.41%
3,780
-280
55
$512K 0.39%
1,450
56
$504K 0.39%
1,391
57
$504K 0.39%
8,000
-2,000
58
$471K 0.36%
7,992
59
$459K 0.35%
2,065
+70
60
$444K 0.34%
6,471
61
$401K 0.31%
3,220
62
$399K 0.31%
10,839
+128
63
$393K 0.3%
4,010
64
$391K 0.3%
3,611
65
$371K 0.29%
2,010
66
$358K 0.28%
3,937
-150
67
$330K 0.25%
5,361
68
$322K 0.25%
1,118
69
$318K 0.25%
13,900
70
$313K 0.24%
8,078
-4,200
71
$307K 0.24%
7,262
72
$290K 0.22%
3,800
73
$289K 0.22%
696
-85
74
$279K 0.22%
2,410
+115
75
$277K 0.21%
6,005
1 2
3
4 5