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
$111M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$436K
2 +$410K
3 +$228K
4
AMZN icon
Amazon
AMZN
+$227K
5
NUE icon
Nucor
NUE
+$204K

Top Sells

1 +$456K
2 +$204K
3 +$154K
4
PEP icon
PepsiCo
PEP
+$106K
5
PG icon
Procter & Gamble
PG
+$86.7K

Sector Composition

1 Consumer Discretionary 18.59%
2 Financials 11.04%
3 Technology 8.39%
4 Consumer Staples 7.91%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$453K 0.41%
4,354
-1,480
52
$448K 0.4%
13,942
53
$436K 0.39%
+5,321
54
$434K 0.39%
1,353
55
$419K 0.38%
1,282
-110
56
$412K 0.37%
3,970
-250
57
$410K 0.37%
3,942
58
$400K 0.36%
14,600
59
$398K 0.36%
10,639
60
$394K 0.35%
6,471
61
$386K 0.35%
8,810
62
$349K 0.31%
4,010
63
$337K 0.3%
1,090
64
$314K 0.28%
5,358
65
$294K 0.26%
3,461
66
$291K 0.26%
706
67
$290K 0.26%
9,000
68
$286K 0.26%
7,992
69
$281K 0.25%
6,662
70
$274K 0.25%
710
71
$270K 0.24%
5,680
+20
72
$262K 0.24%
2,467
73
$258K 0.23%
3,120
-250
74
$258K 0.23%
1,540
75
$255K 0.23%
2,010