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
$107M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$583K
3
+$379K
4
VB icon
Vanguard Small-Cap ETF
VB
+$366K
5
AMZN icon
Amazon
AMZN
+$338K

Top Sells

1
+$504K
2
+$499K
3
+$384K
4
PYPL icon
PayPal
PYPL
+$279K
5
VDE icon
Vanguard Energy ETF
VDE
+$249K

Sector Composition

1 Consumer Discretionary 19.51%
2 Financials 12.5%
3 Consumer Staples 8.35%
4 Technology 6.94%
5 Healthcare 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.45%
6,000
52
$473K 0.44%
4,340
+40
53
$456K 0.43%
2,045
+927
54
$414K 0.39%
3,780
55
$406K 0.38%
14,825
56
$400K 0.38%
1,465
+15
57
$394K 0.37%
7,992
58
$393K 0.37%
1,403
+12
59
$378K 0.35%
6,471
60
$373K 0.35%
10,860
+21
61
$361K 0.34%
3,660
+1,500
62
$343K 0.32%
2,130
+65
63
$319K 0.3%
4,010
64
$318K 0.3%
3,461
-150
65
$317K 0.3%
2,010
66
$308K 0.29%
8,241
+163
67
$301K 0.28%
3,937
68
$283K 0.27%
5,361
69
$270K 0.25%
815
70
$255K 0.24%
7,262
71
$246K 0.23%
6,005
72
$241K 0.23%
3,838
+3
73
$225K 0.21%
2,467
74
$221K 0.21%
895
75
$218K 0.2%
1,910
-1,310
1 2
3
4 5