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
$129M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$629K
3
+$425K
4
COST icon
Costco
COST
+$406K
5
HD icon
Home Depot
HD
+$398K

Top Sells

1
+$330K
2
+$286K
3
+$147K
4
DIS icon
Walt Disney
DIS
+$116K
5
MMM icon
3M
MMM
+$80.1K

Sector Composition

1 Consumer Discretionary 20.23%
2 Financials 10.13%
3 Technology 9.58%
4 Consumer Staples 8.11%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.22%
+6,900
77
$270K 0.21%
6,005
78
$264K 0.2%
+1,000
79
$261K 0.2%
+1,890
80
$253K 0.2%
3,120
81
$253K 0.2%
2,010
82
$231K 0.18%
+675
83
$217K 0.17%
815
84
$216K 0.17%
1,319
85
$215K 0.17%
6,079
86
$205K 0.16%
4,100
87
$203K 0.16%
+3,200
88
$199K 0.15%
1,850
89
$195K 0.15%
5,680
90
$175K 0.14%
127,000
+72,000
91
$167K 0.13%
377
-333
92
$151K 0.12%
18,900
93
$148K 0.11%
521
94
$140K 0.11%
23,545
95
$123K 0.1%
600
96
$121K 0.09%
6,244
97
$107K 0.08%
2,550
98
$99K 0.08%
780
99
$98.9K 0.08%
1,217
100
$97.4K 0.08%
4,320
2 3
4
5 6