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
$179M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$584K
3
+$541K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$481K
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$449K

Top Sells

1
+$1.29M
2
+$278K
3
+$228K
4
Z icon
Zillow
Z
+$109K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$65.8K

Sector Composition

1 Consumer Discretionary 18.32%
2 Technology 11.79%
3 Financials 9.96%
4 Consumer Staples 6.79%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$379K 0.21%
906
77
$379K 0.21%
5,327
78
$376K 0.21%
7,992
79
$368K 0.21%
2,010
80
$356K 0.2%
6,117
+4,877
81
$350K 0.2%
3,461
82
$342K 0.19%
6,005
83
$323K 0.18%
675
84
$322K 0.18%
5,000
85
$319K 0.18%
6,222
86
$308K 0.17%
183,400
+2,400
87
$291K 0.16%
815
88
$282K 0.16%
3,729
89
$272K 0.15%
3,120
90
$269K 0.15%
1,890
91
$261K 0.15%
1,065
92
$255K 0.14%
7,000
93
$248K 0.14%
5,679
94
$246K 0.14%
1,740
95
$242K 0.14%
1,000
96
$237K 0.13%
4,100
97
$230K 0.13%
8,495
+4,300
98
$221K 0.12%
377
99
$216K 0.12%
+4,816
100
$212K 0.12%
2,200
2 3
4
5 6