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
$157M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$1.1M
3
+$419K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$231K

Top Sells

1
+$7.36M
2
+$194K
3
+$192K
4
BMY icon
Bristol-Myers Squibb
BMY
+$130K
5
T icon
AT&T
T
+$118K

Sector Composition

1 Consumer Discretionary 15.33%
2 Technology 11.27%
3 Financials 11.12%
4 Industrials 7.89%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.22%
7,992
77
$342K 0.22%
5,590
-215
78
$325K 0.21%
2,010
79
$311K 0.2%
3,461
80
$308K 0.2%
6,222
-370
81
$303K 0.19%
6,005
82
$295K 0.19%
3,120
83
$290K 0.18%
706
84
$287K 0.18%
3,729
85
$281K 0.18%
815
86
$270K 0.17%
1,740
87
$269K 0.17%
675
88
$266K 0.17%
3,674
+1,050
89
$261K 0.17%
1,319
90
$247K 0.16%
1,000
91
$244K 0.16%
1,890
92
$242K 0.15%
7,000
93
$235K 0.15%
23,545
94
$231K 0.15%
+1,160
95
$227K 0.14%
5,679
-310
96
$225K 0.14%
4,100
97
$208K 0.13%
+3,800
98
$206K 0.13%
8,390
+4,195
99
$202K 0.13%
4,804
-502
100
$201K 0.13%
+5,000
2 3
4
5 6