VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
1-Year Return
27.43%
This Quarter Return
+13.52%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$14.3M
(+10%)
Cap. Flow
-$1.26M
Cap. Flow
% of AUM
-0.8%
Top 10 Holdings %
Top 10 Hldgs %
44.58%
Holding
134
New
3
Increased
26
Reduced
35
Closed
–
Top Buys
| 1 |
Caterpillar
CAT
|
+$4.16M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.1M |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
+$419K |
| 4 |
Direxion Daily FTSE China Bull 3X Shares
YINN
|
+$291K |
| 5 |
SPDR Gold Trust
GLD
|
+$231K |
Top Sells
| 1 |
Amazon
AMZN
|
+$7.36M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$194K |
| 3 |
Apple
AAPL
|
+$192K |
| 4 |
Bristol-Myers Squibb
BMY
|
+$130K |
| 5 |
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% |
