VCM

Viewpoint Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 31.36%
This Quarter Est. Return
1 Year Est. Return
+31.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$227K
3
+$150K
4
VB icon
Vanguard Small-Cap ETF
VB
+$104K
5
VUG icon
Vanguard Growth ETF
VUG
+$50.3K

Top Sells

1
+$853K
2
+$361K
3
+$264K
4
GXC icon
SPDR S&P China ETF
GXC
+$206K
5
BMY icon
Bristol-Myers Squibb
BMY
+$163K

Sector Composition

1 Consumer Discretionary 22.18%
2 Financials 12.22%
3 Consumer Staples 8.22%
4 Technology 6.58%
5 Healthcare 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$463K 0.46%
15,242
52
$452K 0.45%
8,075
53
$439K 0.43%
14,825
54
$412K 0.41%
4,304
-36
55
$398K 0.39%
1,090
-375
56
$382K 0.38%
7,992
57
$375K 0.37%
1,403
58
$364K 0.36%
3,784
+4
59
$357K 0.35%
8,153
-88
60
$342K 0.34%
10,839
-21
61
$336K 0.33%
3,987
+50
62
$333K 0.33%
6,471
63
$300K 0.3%
2,010
64
$294K 0.29%
4,010
65
$285K 0.28%
2,100
-30
66
$282K 0.28%
3,461
67
$262K 0.26%
5,361
68
$253K 0.25%
6,005
69
$232K 0.23%
696
-21
70
$230K 0.23%
1,540
71
$220K 0.22%
815
72
$215K 0.21%
3,840
+2
73
$212K 0.21%
920
+25
74
$212K 0.21%
2,467
75
$207K 0.2%
2,970
+100
1 2
3
4 5