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
$157M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$1.1M
3
+$419K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$231K

Top Sells

1
+$7.36M
2
+$194K
3
+$192K
4
BMY icon
Bristol-Myers Squibb
BMY
+$130K
5
T icon
AT&T
T
+$118K

Sector Composition

1 Consumer Discretionary 15.33%
2 Technology 11.27%
3 Financials 11.12%
4 Industrials 7.89%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$613K 0.39%
14,542
-600
52
$582K 0.37%
8,314
-650
53
$567K 0.36%
13,200
54
$565K 0.36%
32,124
-6,709
55
$557K 0.35%
3,057
-100
56
$539K 0.34%
1,290
+8
57
$517K 0.33%
4,229
58
$483K 0.31%
1,403
59
$480K 0.31%
5,283
-19
60
$464K 0.3%
14,325
-250
61
$464K 0.3%
3,517
62
$461K 0.29%
1,096
+6
63
$452K 0.29%
5,100
-299
64
$447K 0.28%
10,639
65
$446K 0.28%
3,935
66
$443K 0.28%
8,810
67
$437K 0.28%
7,100
68
$424K 0.27%
21,560
+14,780
69
$422K 0.27%
6,471
70
$402K 0.26%
5,670
71
$397K 0.25%
4,342
72
$380K 0.24%
5,327
73
$370K 0.24%
6,384
+1,384
74
$362K 0.23%
5,000
75
$359K 0.23%
3,200
1 2
3
4 5