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
$107M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$583K
3
+$379K
4
VB icon
Vanguard Small-Cap ETF
VB
+$366K
5
AMZN icon
Amazon
AMZN
+$338K

Top Sells

1
+$504K
2
+$499K
3
+$384K
4
PYPL icon
PayPal
PYPL
+$279K
5
VDE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.2%
717
+21
77
$206K 0.19%
2,247
-99
78
$205K 0.19%
+1,540
79
$205K 0.19%
2,870
-930
80
$202K 0.19%
6,629
81
$186K 0.17%
4,100
82
$186K 0.17%
571
+196
83
$183K 0.17%
4,583
+2,500
84
$158K 0.15%
18,900
+5,000
85
$151K 0.14%
+23,545
86
$139K 0.13%
6,244
87
$129K 0.12%
1,674
-460
88
$121K 0.11%
3,595
89
$117K 0.11%
5,520
-1,400
90
$109K 0.1%
480
91
$99K 0.09%
2,550
92
$98K 0.09%
600
-232
93
$92K 0.09%
780
94
$81K 0.08%
2,856
95
$77K 0.07%
2,080
96
$73K 0.07%
1,790
97
$69K 0.06%
2,178
98
$65K 0.06%
30,500
99
$59K 0.06%
800
100
$38K 0.04%
+15,000
1 2 3
4
5