VCM

Viewpoint Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 31.36%
This Quarter Est. Return
1 Year Est. Return
+31.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$227K
3
+$150K
4
VB icon
Vanguard Small-Cap ETF
VB
+$104K
5
VUG icon
Vanguard Growth ETF
VUG
+$50.3K

Top Sells

1
+$853K
2
+$361K
3
+$264K
4
GXC icon
SPDR S&P China ETF
GXC
+$206K
5
BMY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.2%
6,662
-600
77
$200K 0.2%
1,910
78
$185K 0.18%
603
+32
79
$181K 0.18%
6,629
80
$173K 0.17%
4,583
81
$165K 0.16%
4,100
82
$141K 0.14%
23,545
83
$114K 0.11%
6,244
84
$113K 0.11%
480
85
$111K 0.11%
3,595
86
$108K 0.11%
5,520
87
$95K 0.09%
600
88
$91K 0.09%
780
89
$90K 0.09%
1,215
-459
90
$74K 0.07%
2,856
91
$72K 0.07%
2,178
92
$68K 0.07%
2,080
93
$64K 0.06%
1,790
94
$63K 0.06%
800
95
$52K 0.05%
30,500
96
$34K 0.03%
15,000
97
$33K 0.03%
1,709
98
$30K 0.03%
840
99
$17K 0.02%
400
-100
100
$12K 0.01%
275
1 2 3
4
5