VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
This Quarter Return
+8.31%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+9.5%)
Cap. Flow
+$4.04M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
45.23%
Holding
145
New
6
Increased
37
Reduced
19
Closed
5
Top Buys
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$724K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$584K |
| 3 |
Amazon
AMZN
|
$541K |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
$481K |
| 5 |
SPDR S&P Homebuilders ETF
XHB
|
$449K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.29M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$278K |
| 3 |
ADMA Biologics
ADMA
|
$228K |
| 4 |
Zillow
Z
|
$109K |
| 5 |
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% |
