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VCM
Viewpoint Capital Management Portfolio holdings
AUM
$196M
1-Year Est. Return
32.97%
This Fund
S&P 500
This Quarter
Est. Return
+6.46%
1 Year Est. Return
+32.97%
3 Year Est. Return
+119.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
99.95%
Top 10 Holdings %
Top 10 Hldgs %
45.75%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$22.7M |
| 2 |
Bank of America
BAC
|
+$7.54M |
| 3 |
Tesla
TSLA
|
+$5.96M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$4.99M |
| 5 |
Microsoft
MSFT
|
+$4.35M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 23.26% |
| 2 | Financials | 13.64% |
| 3 | Technology | 7.36% |
| 4 | Consumer Staples | 7.22% |
| 5 | Industrials | 4.19% |
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Viewpoint Capital Management's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Viewpoint Capital Management, which disclosed 120 positions worth $138M. Its ten largest holdings account for 46% of the portfolio.
Its largest position is Amazon: 132,900 shares worth $22.2M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 23% of assets, followed by Financials and Technology.
- Viewpoint Capital Management's largest Q4 2021 buy was Amazon: 132,900 shares worth $22.2M.
- Viewpoint Capital Management's ten largest holdings make up 46% of its $138M portfolio in Q4 2021.
- Viewpoint Capital Management disclosed 120 positions in Q4 2021, its first 13F filing on record.
Based on Viewpoint Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.