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
$103M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$390K
3
+$285K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$261K
5
TRV icon
Travelers Companies
TRV
+$204K

Top Sells

1
+$406K
2
+$357K
3
+$212K
4
PEP icon
PepsiCo
PEP
+$195K
5
BMY icon
Bristol-Myers Squibb
BMY
+$182K

Sector Composition

1 Consumer Discretionary 15.52%
2 Financials 13.51%
3 Consumer Staples 8.7%
4 Technology 6.88%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.9K 0.03%
610
-230
102
$18.7K 0.02%
400
103
$14.4K 0.01%
15,500
-15,000
104
$13.7K 0.01%
150
105
$12.7K 0.01%
180
+30
106
$12.4K 0.01%
275
107
$10.6K 0.01%
100
108
$8.96K 0.01%
160
109
$7.03K 0.01%
142
110
$5.21K 0.01%
50
111
$4.66K ﹤0.01%
60
+10
112
$2.39K ﹤0.01%
+48
113
$1.83K ﹤0.01%
9
114
$574 ﹤0.01%
+3
115
$56 ﹤0.01%
1
116
– –
-8,153
117
– –
-920
118
– –
-125
119
– –
-4,583
120
– –
-2,178
1 2 3 4
5