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
$204M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$335K
2
+$295K
3
+$261K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$249K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$207K

Top Sells

1
+$862K
2
+$534K
3
+$515K
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$506K
5
CAT icon
Caterpillar
CAT
+$287K

Sector Composition

1 Consumer Discretionary 17.73%
2 Technology 13.29%
3 Financials 11.01%
4 Industrials 6.21%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
76
Intuitive Surgical
ISRG
$166B
$367K 0.18%
675
GEHC icon
77
GE HealthCare
GEHC
$34.7B
$361K 0.18%
4,874
-205
DE icon
78
Deere & Co
DE
$124B
$349K 0.17%
686
-220
UBER icon
79
Uber
UBER
$194B
$348K 0.17%
3,734
+5
EWN icon
80
iShares MSCI Netherlands ETF
EWN
$309M
$339K 0.17%
6,222
INDY icon
81
iShares S&P India Nifty 50 Index Fund
INDY
$690M
$327K 0.16%
6,005
SBUX icon
82
Starbucks
SBUX
$97.6B
$308K 0.15%
3,366
-956
PLTR icon
83
Palantir
PLTR
$431B
$295K 0.14%
+2,164
IYR icon
84
iShares US Real Estate ETF
IYR
$3.78B
$287K 0.14%
3,031
-430
WAT icon
85
Waters Corp
WAT
$20.8B
$284K 0.14%
815
MRK icon
86
Merck
MRK
$219B
$280K 0.14%
3,539
-246
GLD icon
87
SPDR Gold Trust
GLD
$131B
$271K 0.13%
890
-66
XLE icon
88
Energy Select Sector SPDR Fund
XLE
$26B
$265K 0.13%
3,120
KBH icon
89
KB Home
KBH
$4.11B
$263K 0.13%
4,970
NFLX icon
90
Netflix
NFLX
$527B
$261K 0.13%
+195
DWM icon
91
WisdomTree International Equity Fund
DWM
$607M
$261K 0.13%
4,100
EWD icon
92
iShares MSCI Sweden ETF
EWD
$328M
$260K 0.13%
5,679
VGT icon
93
Vanguard Information Technology ETF
VGT
$110B
$250K 0.12%
377
GGLL icon
94
Direxion Daily GOOGL Bull 2X Shares
GGLL
$498M
$243K 0.12%
7,000
IBM icon
95
IBM
IBM
$263B
$239K 0.12%
810
KMB icon
96
Kimberly-Clark
KMB
$39.8B
$231K 0.11%
1,790
EWA icon
97
iShares MSCI Australia ETF
EWA
$1.54B
$224K 0.11%
8,495
DGX icon
98
Quest Diagnostics
DGX
$20.6B
$216K 0.11%
1,200
VZ icon
99
Verizon
VZ
$170B
$209K 0.1%
4,834
+6
ESML icon
100
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.03B
$207K 0.1%
+5,000
2 3
4
5 6