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
$125M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$272K
3
+$269K
4
GGLL icon
Direxion Daily GOOGL Bull 2X Shares
GGLL
+$208K
5
DVY icon
iShares Select Dividend ETF
DVY
+$70.5K

Top Sells

1
+$632K
2
+$231K
3
+$203K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
EMR icon
Emerson Electric
EMR
+$74.8K

Sector Composition

1 Consumer Discretionary 19.75%
2 Financials 10.18%
3 Technology 9.19%
4 Consumer Staples 7.92%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$471K 0.38%
3,157
52
$462K 0.37%
13,942
53
$447K 0.36%
14,575
-25
54
$443K 0.35%
2,505
+150
55
$423K 0.34%
5,399
56
$415K 0.33%
1,282
57
$396K 0.32%
4,342
58
$394K 0.31%
4,859
59
$382K 0.31%
1,403
60
$382K 0.31%
1,090
61
$380K 0.3%
3,935
-775
62
$372K 0.3%
10,639
63
$372K 0.3%
6,471
64
$368K 0.29%
8,810
65
$362K 0.29%
3,517
66
$361K 0.29%
5,309
-12
67
$327K 0.26%
5,850
+3
68
$322K 0.26%
11,200
+200
69
$321K 0.26%
5,327
-31
70
$282K 0.23%
3,120
71
$275K 0.22%
5,000
72
$272K 0.22%
+5,000
73
$271K 0.22%
6,005
74
$270K 0.22%
3,461
75
$269K 0.21%
+7,992
1 2
3
4 5