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
$130M
AUM Growth
-$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$230K
3
+$202K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$185K
5
TSLA icon
Tesla
TSLA
+$129K

Top Sells

1
+$312K
2
+$304K
3
+$254K
4
GPC icon
Genuine Parts
GPC
+$216K
5
DGX icon
Quest Diagnostics
DGX
+$208K

Sector Composition

1 Consumer Discretionary 23.48%
2 Financials 13.51%
3 Technology 7.34%
4 Consumer Staples 7.21%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.2%
6,629
77
$253K 0.2%
815
78
$249K 0.19%
2,323
79
$238K 0.18%
3,835
80
$221K 0.17%
895
81
$216K 0.17%
4,100
-100
82
$207K 0.16%
2,346
+99
83
$204K 0.16%
675
84
$202K 0.16%
+2,467
85
$200K 0.15%
2,160
+2,000
86
$199K 0.15%
2,134
87
$183K 0.14%
6,920
88
$162K 0.12%
832
89
$156K 0.12%
375
90
$147K 0.11%
480
91
$145K 0.11%
3,595
92
$141K 0.11%
6,244
93
$138K 0.11%
2,083
-50
94
$113K 0.09%
2,550
95
$108K 0.08%
30,500
+5,000
96
$102K 0.08%
780
97
$100K 0.08%
2,178
98
$91K 0.07%
2,080
-90
99
$91K 0.07%
2,856
100
$86K 0.07%
1,790
1 2 3
4
5