VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
This Quarter Return
-3.43%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(-5.2%)
Cap. Flow
+$1.93M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
45.93%
Holding
117
New
–
Increased
17
Reduced
39
Closed
7
Top Buys
| 1 |
Tesla
TSLA
|
$3.18M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$513K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$391K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$346K |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
$227K |
Top Sells
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$853K |
| 2 |
Direxion Daily FTSE China Bull 3X Shares
YINN
|
$361K |
| 3 |
iShares China Large-Cap ETF
FXI
|
$264K |
| 4 |
SPDR S&P China ETF
GXC
|
$206K |
| 5 |
Bristol-Myers Squibb
BMY
|
$163K |
Sector Composition
| 1 | Consumer Discretionary | 22.18% |
| 2 | Financials | 12.22% |
| 3 | Consumer Staples | 8.22% |
| 4 | Technology | 6.58% |
| 5 | Healthcare | 5.05% |
