VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
This Quarter Return
-4.2%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(-5.9%)
Cap. Flow
-$1.07M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
46.14%
Holding
122
New
2
Increased
16
Reduced
33
Closed
6
Top Buys
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$332K |
| 2 |
Zillow
Z
|
$230K |
| 3 |
Merck
MRK
|
$202K |
| 4 |
Direxion Daily FTSE China Bull 3X Shares
YINN
|
$185K |
| 5 |
Tesla
TSLA
|
$129K |
Top Sells
| 1 |
St. Joe Company
JOE
|
$312K |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
$304K |
| 3 |
KB Home
KBH
|
$254K |
| 4 |
Genuine Parts
GPC
|
$216K |
| 5 |
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% |
