VCM

Viewpoint Capital Management Portfolio holdings

AUM $231M
1-Year Est. Return 27.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$349K
3
+$226K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$211K
5
BMNG
Leverage Shares 2X Long BMNR Daily ETF
BMNG
+$198K

Top Sells

1
+$549K
2
+$240K
3
+$229K
4
AAPL icon
Apple
AAPL
+$224K
5
ARKK icon
ARK Innovation ETF
ARKK
+$223K

Sector Composition

1 Consumer Discretionary 17.4%
2 Financials 12.09%
3 Technology 12%
4 Industrials 7.06%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
76
Palantir
PLTR
$376B
$402K 0.17%
2,264
+170
IAT icon
77
iShares US Regional Banks ETF
IAT
$580M
$402K 0.17%
7,290
KO icon
78
Coca-Cola
KO
$331B
$392K 0.17%
5,609
+5
ISRG icon
79
Intuitive Surgical
ISRG
$174B
$382K 0.17%
675
GEHC icon
80
GE HealthCare
GEHC
$33.8B
$380K 0.16%
4,638
MRK icon
81
Merck
MRK
$286B
$373K 0.16%
3,543
-28
GLD icon
82
SPDR Gold Trust
GLD
$182B
$357K 0.15%
900
EWJ icon
83
iShares MSCI Japan ETF
EWJ
$18.6B
$356K 0.15%
4,407
-875
EWN icon
84
iShares MSCI Netherlands ETF
EWN
$302M
$355K 0.15%
6,222
DE icon
85
Deere & Co
DE
$160B
$319K 0.14%
686
WAT icon
86
Waters Corp
WAT
$29.7B
$310K 0.13%
815
UBER icon
87
Uber
UBER
$155B
$305K 0.13%
3,729
INDY icon
88
iShares S&P India Nifty 50 Index Fund
INDY
$607M
$296K 0.13%
6,005
VGT icon
89
Vanguard Information Technology ETF
VGT
$108B
$284K 0.12%
377
SBUX icon
90
Starbucks
SBUX
$113B
$283K 0.12%
3,366
DWM icon
91
WisdomTree International Equity Fund
DWM
$654M
$282K 0.12%
4,100
KBH icon
92
KB Home
KBH
$3.65B
$280K 0.12%
4,970
EWD icon
93
iShares MSCI Sweden ETF
EWD
$341M
$280K 0.12%
5,679
XLE icon
94
State Street Energy Select Sector SPDR ETF
XLE
$38.5B
$261K 0.11%
5,840
IYR icon
95
iShares US Real Estate ETF
IYR
$4.12B
$243K 0.11%
2,583
-448
IBM icon
96
IBM
IBM
$243B
$240K 0.1%
810
ESML icon
97
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.25B
$230K 0.1%
5,000
GLW icon
98
Corning
GLW
$106B
$228K 0.1%
2,600
EWA icon
99
iShares MSCI Australia ETF
EWA
$1.35B
$222K 0.1%
8,495
LLY icon
100
Eli Lilly
LLY
$884B
$221K 0.1%
+206
2 3
4
5 6