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
$143M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$404K
2
+$384K
3
+$309K
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$264K
5
UBER icon
Uber
UBER
+$230K

Top Sells

1
+$129K
2
+$107K
3
+$70.4K
4
DIS icon
Walt Disney
DIS
+$56.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$43.4K

Sector Composition

1 Consumer Discretionary 20.01%
2 Financials 10.69%
3 Technology 9.88%
4 Consumer Staples 7.17%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.41%
8,964
52
$569K 0.4%
2,837
+332
53
$569K 0.4%
15,142
+1,200
54
$521K 0.36%
13,200
+2,000
55
$510K 0.36%
14,575
56
$495K 0.35%
1,282
57
$493K 0.35%
5,399
58
$489K 0.34%
3,157
59
$462K 0.32%
8,810
60
$436K 0.31%
1,403
61
$417K 0.29%
4,342
62
$415K 0.29%
10,639
63
$413K 0.29%
6,471
64
$410K 0.29%
5,302
-7
65
$389K 0.27%
1,090
66
$383K 0.27%
3,517
67
$383K 0.27%
3,935
68
$382K 0.27%
4,229
-630
69
$360K 0.25%
7,100
70
$354K 0.25%
5,670
71
$344K 0.24%
5,000
72
$342K 0.24%
5,805
-45
73
$342K 0.24%
5,327
74
$334K 0.23%
7,992
75
$316K 0.22%
3,461
1 2
3
4 5