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
$111M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$410K
3
+$228K
4
AMZN icon
Amazon
AMZN
+$227K
5
NUE icon
Nucor
NUE
+$204K

Top Sells

1
+$456K
2
+$204K
3
+$154K
4
PEP icon
PepsiCo
PEP
+$106K
5
PG icon
Procter & Gamble
PG
+$86.7K

Sector Composition

1 Consumer Discretionary 18.59%
2 Financials 11.04%
3 Technology 8.39%
4 Consumer Staples 7.91%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.23%
815
77
$247K 0.22%
6,005
78
$238K 0.21%
3,845
79
$228K 0.2%
+5,670
80
$216K 0.19%
6,079
81
$204K 0.18%
1,850
-60
82
$204K 0.18%
4,100
83
$204K 0.18%
+1,319
84
$153K 0.14%
18,900
85
$132K 0.12%
521
86
$128K 0.12%
6,244
87
$114K 0.1%
600
88
$104K 0.09%
2,550
89
$101K 0.09%
780
90
$99.1K 0.09%
4,320
91
$94.8K 0.09%
1,217
92
$94.7K 0.09%
2,770
93
$81.6K 0.07%
2,856
94
$78.7K 0.07%
2,080
95
$78.7K 0.07%
55,000
+40,000
96
$77K 0.07%
23,545
97
$61K 0.05%
800
98
$54.5K 0.05%
1,458
-20
99
$53.5K 0.05%
300
100
$43K 0.04%
13,000
1 2 3
4
5