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
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.36M
3
+$6.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$94K 0.07%
+2,170
102
$94K 0.07%
+2,856
103
$93K 0.07%
+1,790
104
$39K 0.03%
+840
105
$36K 0.03%
+1,709
106
$30K 0.02%
+500
107
$27K 0.02%
+160
108
$16K 0.01%
+150
109
$15K 0.01%
+275
110
$14K 0.01%
+225
111
$12K 0.01%
+160
112
$12K 0.01%
+100
113
$11K 0.01%
+150
114
$8K 0.01%
+142
115
$5K ﹤0.01%
+50
116
$5K ﹤0.01%
+50
117
$4K ﹤0.01%
+84
118
$2K ﹤0.01%
+83
119
$2K ﹤0.01%
+9
120
$0 ﹤0.01%
+1
1 2 3 4
5