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
$163M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.37M
3
+$695K
4
COST icon
Costco
COST
+$212K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$187K

Top Sells

1
+$4.18M
2
+$1.16M
3
+$636K
4
NUE icon
Nucor
NUE
+$261K
5
NFLX icon
Netflix
NFLX
+$208K

Sector Composition

1 Consumer Discretionary 18.99%
2 Technology 12.72%
3 Financials 10.85%
4 Consumer Staples 6.75%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$662K 0.41%
6,000
52
$608K 0.37%
31,838
-286
53
$598K 0.37%
14,542
54
$574K 0.35%
1,270
-20
55
$526K 0.32%
8,314
56
$525K 0.32%
1,403
57
$524K 0.32%
3,057
58
$524K 0.32%
7,100
59
$521K 0.32%
14,200
+1,000
60
$467K 0.29%
10,639
61
$467K 0.29%
3,770
+253
62
$458K 0.28%
1,126
+30
63
$436K 0.27%
4,264
-836
64
$433K 0.27%
3,935
65
$433K 0.26%
8,810
66
$416K 0.25%
5,344
+61
67
$411K 0.25%
6,471
68
$409K 0.25%
4,119
-110
69
$398K 0.24%
5,670
70
$392K 0.24%
14,325
71
$377K 0.23%
6,884
+500
72
$368K 0.23%
5,000
73
$364K 0.22%
5,327
74
$356K 0.22%
5,593
+3
75
$350K 0.21%
4,492
+150
1 2
3
4 5