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
$125M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$272K
3
+$269K
4
GGLL icon
Direxion Daily GOOGL Bull 2X Shares
GGLL
+$208K
5
DVY icon
iShares Select Dividend ETF
DVY
+$70.5K

Top Sells

1
+$632K
2
+$231K
3
+$203K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
EMR icon
Emerson Electric
EMR
+$74.8K

Sector Composition

1 Consumer Discretionary 19.75%
2 Financials 10.18%
3 Technology 9.19%
4 Consumer Staples 7.92%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.21%
706
77
$262K 0.21%
5,670
78
$259K 0.21%
1,000
79
$253K 0.2%
7,100
+200
80
$251K 0.2%
1,740
81
$251K 0.2%
6,592
-70
82
$247K 0.2%
2,010
83
$228K 0.18%
1,890
84
$223K 0.18%
815
85
$208K 0.17%
+7,000
86
$206K 0.16%
1,319
87
$198K 0.16%
4,100
88
$197K 0.16%
5,989
-90
89
$192K 0.15%
1,850
90
$167K 0.13%
5,780
+100
91
$156K 0.13%
377
92
$155K 0.12%
18,900
93
$140K 0.11%
521
94
$118K 0.09%
147,000
+20,000
95
$117K 0.09%
600
96
$107K 0.09%
6,244
97
$104K 0.08%
2,550
98
$100K 0.08%
1,850
+650
99
$97.7K 0.08%
1,217
100
$95.4K 0.08%
780
2 3
4
5 6