VCM

Viewpoint Capital Management Portfolio holdings

AUM $214M
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$376K
3
+$320K
4
VZ icon
Verizon
VZ
+$202K
5
NFLX icon
Netflix
NFLX
+$201K

Top Sells

1
+$6.67M
2
+$425K
3
+$419K
4
PLTR icon
Palantir
PLTR
+$402K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Consumer Discretionary 13.84%
2 Financials 11.8%
3 Technology 10.02%
4 Industrials 8.6%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
Z icon
76
Zillow
Z
$8.02B
$388K 0.18%
9,384
-900
DE icon
77
Deere & Co
DE
$157B
$386K 0.18%
686
EWJ icon
78
iShares MSCI Japan ETF
EWJ
$21B
$372K 0.17%
4,407
EWN icon
79
iShares MSCI Netherlands ETF
EWN
$531M
$358K 0.17%
6,222
XLE icon
80
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$358K 0.17%
5,840
GLW icon
81
Corning
GLW
$153B
$354K 0.17%
2,600
KO icon
82
Coca-Cola
KO
$342B
$350K 0.16%
4,609
-1,000
DIS icon
83
Walt Disney
DIS
$173B
$327K 0.15%
3,389
-673
GEHC icon
84
GE HealthCare
GEHC
$29.4B
$320K 0.15%
4,501
-137
ISRG icon
85
Intuitive Surgical
ISRG
$149B
$311K 0.15%
675
SBUX icon
86
Starbucks
SBUX
$109B
$301K 0.14%
3,361
-5
DWM icon
87
WisdomTree International Equity Fund
DWM
$657M
$287K 0.13%
4,100
WAT icon
88
Waters Corp
WAT
$35.9B
$283K 0.13%
950
+135
EWD icon
89
iShares MSCI Sweden ETF
EWD
$310M
$277K 0.13%
5,679
UBER icon
90
Uber
UBER
$144B
$268K 0.13%
3,729
VGT icon
91
Vanguard Information Technology ETF
VGT
$140B
$263K 0.12%
3,016
KBH icon
92
KB Home
KBH
$3.26B
$257K 0.12%
4,970
GIS icon
93
General Mills
GIS
$17.7B
$255K 0.12%
6,864
-2,500
INDY icon
94
iShares S&P India Nifty 50 Index Fund
INDY
$548M
$254K 0.12%
6,005
IYR icon
95
iShares US Real Estate ETF
IYR
$4.91B
$244K 0.11%
2,583
DGX icon
96
Quest Diagnostics
DGX
$22.2B
$235K 0.11%
1,200
EWA icon
97
iShares MSCI Australia ETF
EWA
$1.4B
$233K 0.11%
8,395
-100
NFLX icon
98
Netflix
NFLX
$346B
$219K 0.1%
+2,282
VZ icon
99
Verizon
VZ
$189B
$218K 0.1%
+4,352
VIS icon
100
Vanguard Industrials ETF
VIS
$7.75B
$187K 0.09%
600
2 3
4
5 6