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
$130M
AUM Growth
-$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$230K
3
+$202K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$185K
5
TSLA icon
Tesla
TSLA
+$129K

Top Sells

1
+$312K
2
+$304K
3
+$254K
4
GPC icon
Genuine Parts
GPC
+$216K
5
DGX icon
Quest Diagnostics
DGX
+$208K

Sector Composition

1 Consumer Discretionary 23.48%
2 Financials 13.51%
3 Technology 7.34%
4 Consumer Staples 7.21%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$72K 0.06%
+800
102
$47K 0.04%
840
103
$37K 0.03%
1,709
104
$28K 0.02%
500
105
$15K 0.01%
150
106
$14K 0.01%
275
107
$13K 0.01%
225
108
$12K 0.01%
160
109
$11K 0.01%
150
110
$11K 0.01%
100
111
$8K 0.01%
142
112
$5K ﹤0.01%
50
113
$4K ﹤0.01%
50
114
$3K ﹤0.01%
84
115
$2K ﹤0.01%
9
116
– –
-1,200
117
– –
-83
118
– –
-5,670
119
– –
-13,200
120
$0 ﹤0.01%
1
121
– –
-1,540
122
– –
-6,000
1 2 3 4
5