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
$190M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$522K
3
+$508K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$481K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Top Sells

1
+$216K
2
+$165K
3
+$133K
4
Z icon
Zillow
Z
+$96.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$78.9K

Sector Composition

1 Consumer Discretionary 20.48%
2 Technology 11.88%
3 Financials 10.43%
4 Consumer Staples 6.56%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.2%
5,670
77
$370K 0.19%
5,000
78
$354K 0.19%
5,282
-45
79
$352K 0.19%
675
80
$349K 0.18%
5,600
+5
81
$322K 0.17%
14,325
82
$322K 0.17%
3,461
83
$320K 0.17%
7,000
84
$318K 0.17%
3,749
+75
85
$309K 0.16%
6,884
86
$305K 0.16%
6,005
87
$302K 0.16%
815
88
$277K 0.15%
6,222
89
$267K 0.14%
3,120
90
$260K 0.14%
1,075
+10
91
$248K 0.13%
1,890
92
$242K 0.13%
2,200
93
$234K 0.12%
377
94
$227K 0.12%
1,000
95
$225K 0.12%
3,729
96
$216K 0.11%
4,100
97
$212K 0.11%
5,679
98
$210K 0.11%
5,000
99
$203K 0.11%
1,740
100
$203K 0.11%
8,495
2 3
4
5 6