VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
This Quarter Return
+6.46%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.75%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$22.2M |
| 2 |
Bank of America
BAC
|
$7.36M |
| 3 |
Tesla
TSLA
|
$6.26M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$5.16M |
| 5 |
Microsoft
MSFT
|
$4.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 23.26% |
| 2 | Financials | 13.64% |
| 3 | Technology | 7.36% |
| 4 | Consumer Staples | 7.22% |
| 5 | Industrials | 4.19% |
