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
$103M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$390K
3
+$285K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$261K
5
TRV icon
Travelers Companies
TRV
+$204K

Top Sells

1
+$406K
2
+$357K
3
+$212K
4
PEP icon
PepsiCo
PEP
+$195K
5
BMY icon
Bristol-Myers Squibb
BMY
+$182K

Sector Composition

1 Consumer Discretionary 15.52%
2 Financials 13.51%
3 Consumer Staples 8.7%
4 Technology 6.88%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.48%
6,000
52
$478K 0.46%
1,392
-447
53
$477K 0.46%
13,942
-1,300
54
$408K 0.39%
14,600
-225
55
$391K 0.38%
3,942
-45
56
$385K 0.37%
4,010
57
$381K 0.37%
7,992
58
$375K 0.36%
6,471
59
$372K 0.36%
4,220
-84
60
$368K 0.36%
10,639
-200
61
$360K 0.35%
1,353
-50
62
$337K 0.33%
1,090
63
$317K 0.31%
2,010
64
$303K 0.29%
706
+10
65
$295K 0.29%
3,370
+400
66
$292K 0.28%
5,358
-3
67
$291K 0.28%
3,461
68
$285K 0.28%
+9,000
69
$279K 0.27%
815
70
$274K 0.26%
2,467
71
$267K 0.26%
1,540
72
$261K 0.25%
+5,660
73
$254K 0.25%
6,005
74
$250K 0.24%
2,080
-20
75
$248K 0.24%
6,662
1 2
3
4 5