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
$103M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$390K
3
+$285K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$261K
5
TRV icon
Travelers Companies
TRV
+$204K

Top Sells

1
+$406K
2
+$357K
3
+$212K
4
PEP icon
PepsiCo
PEP
+$195K
5
BMY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.24%
3,845
+5
77
$227K 0.22%
710
+107
78
$204K 0.2%
+1,086
79
$203K 0.2%
1,910
80
$197K 0.19%
6,079
-550
81
$193K 0.19%
4,100
82
$131K 0.13%
6,244
83
$119K 0.11%
+18,900
84
$114K 0.11%
521
+41
85
$110K 0.11%
600
86
$105K 0.1%
+2,550
87
$102K 0.1%
780
88
$101K 0.1%
1,217
+2
89
$96K 0.09%
4,320
-1,200
90
$93K 0.09%
23,545
91
$90.7K 0.09%
2,770
-825
92
$81.2K 0.08%
2,856
93
$74.1K 0.07%
2,080
94
$66.4K 0.06%
800
95
$62.7K 0.06%
+650
96
$54.6K 0.05%
1,478
-312
97
$52.3K 0.05%
+300
98
$50.4K 0.05%
+13,000
99
$33.9K 0.03%
1,709
100
$28.2K 0.03%
15,000
1 2 3
4
5