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
$179M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$584K
3
+$541K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$481K
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$449K

Top Sells

1
+$1.29M
2
+$278K
3
+$228K
4
Z icon
Zillow
Z
+$109K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$65.8K

Sector Composition

1 Consumer Discretionary 18.32%
2 Technology 11.79%
3 Financials 9.96%
4 Consumer Staples 6.79%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$703K 0.39%
6,000
52
$695K 0.39%
15,800
+1,600
53
$657K 0.37%
14,542
54
$633K 0.35%
1,270
55
$628K 0.35%
8,444
+130
56
$595K 0.33%
3,057
57
$585K 0.33%
4,264
58
$537K 0.3%
1,405
+2
59
$533K 0.3%
10,639
60
$528K 0.3%
13,780
61
$515K 0.29%
1,126
62
$511K 0.29%
7,100
63
$493K 0.28%
8,810
64
$488K 0.27%
5,303
-41
65
$487K 0.27%
5,670
66
$446K 0.25%
6,471
67
$430K 0.24%
3,935
68
$429K 0.24%
3,770
69
$426K 0.24%
4,377
-115
70
$426K 0.24%
14,325
71
$411K 0.23%
3,200
72
$406K 0.23%
6,884
73
$402K 0.22%
5,595
+2
74
$394K 0.22%
3,674
75
$391K 0.22%
4,069
-50
1 2
3
4 5