VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
This Quarter Return
+7.18%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(+2.3%)
Cap. Flow
+$137K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
41.48%
Holding
120
New
10
Increased
24
Reduced
42
Closed
5
Top Buys
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$676K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$390K |
| 3 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$285K |
| 4 |
Direxion Daily FTSE China Bull 3X Shares
YINN
|
$261K |
| 5 |
Travelers Companies
TRV
|
$204K |
Top Sells
| 1 |
iShares China Large-Cap ETF
FXI
|
$406K |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
$357K |
| 3 |
McDonald's
MCD
|
$212K |
| 4 |
PepsiCo
PEP
|
$195K |
| 5 |
Bristol-Myers Squibb
BMY
|
$182K |
Sector Composition
| 1 | Consumer Discretionary | 15.52% |
| 2 | Financials | 13.51% |
| 3 | Consumer Staples | 8.7% |
| 4 | Technology | 6.88% |
| 5 | Industrials | 5.17% |
