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
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.36M
3
+$6.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
MSFT icon
Microsoft
MSFT
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 23.26%
2 Financials 13.64%
3 Technology 7.36%
4 Consumer Staples 7.22%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.21%
+6,005
77
$268K 0.19%
+781
78
$254K 0.18%
+5,670
79
$243K 0.18%
+675
80
$240K 0.17%
+895
81
$232K 0.17%
+2,247
82
$227K 0.16%
+4,200
83
$227K 0.16%
+3,835
84
$216K 0.16%
+1,540
85
$211K 0.15%
+3,800
86
$208K 0.15%
+1,200
87
$206K 0.15%
+2,134
88
$202K 0.15%
+2,133
89
$180K 0.13%
+2,323
90
$172K 0.12%
+6,920
91
$172K 0.12%
+375
92
$169K 0.12%
+832
93
$164K 0.12%
+480
94
$145K 0.11%
+6,244
95
$138K 0.1%
+3,595
96
$137K 0.1%
+13,200
97
$133K 0.1%
+2,178
98
$119K 0.09%
+780
99
$113K 0.08%
+2,550
100
$95K 0.07%
+25,500
1 2 3
4
5