VCM

Viewpoint Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 27.43%
This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$404K
2
+$384K
3
+$309K
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$264K
5
UBER icon
Uber
UBER
+$230K

Top Sells

1
+$129K
2
+$107K
3
+$70.4K
4
DIS icon
Walt Disney
DIS
+$56.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$43.4K

Sector Composition

1 Consumer Discretionary 20.01%
2 Financials 10.69%
3 Technology 9.88%
4 Consumer Staples 7.17%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.22%
2,010
77
$301K 0.21%
5,000
78
$296K 0.21%
6,005
79
$294K 0.21%
6,592
80
$282K 0.2%
706
81
$268K 0.19%
815
82
$264K 0.18%
+3,200
83
$262K 0.18%
3,120
84
$244K 0.17%
1,000
85
$241K 0.17%
1,740
86
$236K 0.17%
5,989
87
$230K 0.16%
1,890
88
$230K 0.16%
+3,729
89
$230K 0.16%
1,319
90
$228K 0.16%
+675
91
$223K 0.16%
7,000
92
$215K 0.15%
4,100
93
$203K 0.14%
+2,624
94
$200K 0.14%
+5,306
95
$199K 0.14%
1,850
96
$190K 0.13%
1,950
+100
97
$182K 0.13%
377
98
$179K 0.12%
2,000
+1,000
99
$159K 0.11%
521
100
$152K 0.11%
18,900
2 3
4
5 6