VCM

Viewpoint Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 27.43%
This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$522K
3
+$508K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$481K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Top Sells

1
+$216K
2
+$165K
3
+$133K
4
Z icon
Zillow
Z
+$96.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$78.9K

Sector Composition

1 Consumer Discretionary 20.48%
2 Technology 11.88%
3 Financials 10.43%
4 Consumer Staples 6.56%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$761K 0.4%
6,000
52
$750K 0.39%
15,693
-1,051
53
$728K 0.38%
1,272
+2
54
$703K 0.37%
14,542
55
$662K 0.35%
15,800
56
$657K 0.34%
12,577
+6,460
57
$610K 0.32%
9,564
+1,120
58
$581K 0.3%
20,780
+7,000
59
$577K 0.3%
1,406
+1
60
$562K 0.3%
7,100
61
$550K 0.29%
4,264
62
$543K 0.29%
3,057
63
$534K 0.28%
10,777
+138
64
$532K 0.28%
8,810
65
$510K 0.27%
1,126
66
$488K 0.26%
3,935
67
$483K 0.25%
3,200
68
$453K 0.24%
4,069
69
$407K 0.21%
6,471
70
$407K 0.21%
5,209
-94
71
$402K 0.21%
7,992
72
$398K 0.21%
4,367
-10
73
$388K 0.2%
2,010
74
$384K 0.2%
906
75
$375K 0.2%
3,770
1 2
3
4 5