VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
This Quarter Return
+3.95%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(+3.9%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
6.45%
Top 10 Holdings %
Top 10 Hldgs %
46.59%
Holding
143
New
9
Increased
40
Reduced
18
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$7.75M |
| 2 |
Amazon
AMZN
|
$5.64M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.37M |
| 4 |
GE Vernova
GEV
|
$695K |
| 5 |
Costco
COST
|
$212K |
Top Sells
| 1 |
Caterpillar
CAT
|
$4.18M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.16M |
| 3 |
Nucor
NUE
|
$261K |
| 4 |
Netflix
NFLX
|
$208K |
| 5 |
Verizon
VZ
|
$202K |
Sector Composition
| 1 | Consumer Discretionary | 18.99% |
| 2 | Technology | 12.72% |
| 3 | Financials | 10.85% |
| 4 | Consumer Staples | 6.75% |
| 5 | Industrials | 5.36% |
