VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
This Quarter Return
-16.92%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(-18%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
10.18%
Top 10 Holdings %
Top 10 Hldgs %
43.44%
Holding
121
New
5
Increased
36
Reduced
28
Closed
4
Top Buys
| 1 |
Amazon
AMZN
|
$13.7M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$1.13M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$583K |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
$379K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$366K |
Top Sells
| 1 |
Direxion Daily FTSE China Bull 3X Shares
YINN
|
$3.9M |
| 2 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$504K |
| 3 |
American International
AIG
|
$499K |
| 4 |
PayPal
PYPL
|
$279K |
| 5 |
Vanguard Energy ETF
VDE
|
$249K |
Sector Composition
| 1 | Consumer Discretionary | 19.51% |
| 2 | Financials | 12.5% |
| 3 | Consumer Staples | 8.35% |
| 4 | Technology | 6.94% |
| 5 | Healthcare | 5.42% |
