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
$111M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$410K
3
+$228K
4
AMZN icon
Amazon
AMZN
+$227K
5
NUE icon
Nucor
NUE
+$204K

Top Sells

1
+$456K
2
+$204K
3
+$154K
4
PEP icon
PepsiCo
PEP
+$106K
5
PG icon
Procter & Gamble
PG
+$86.7K

Sector Composition

1 Consumer Discretionary 18.59%
2 Financials 11.04%
3 Technology 8.39%
4 Consumer Staples 7.91%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33.8K 0.03%
1,709
102
$32.6K 0.03%
325
-325
103
$25.8K 0.02%
610
104
$21.6K 0.02%
25,500
+10,000
105
$19.5K 0.02%
400
106
$14K 0.01%
150
107
$13.3K 0.01%
180
108
$10.8K 0.01%
100
109
$10.2K 0.01%
275
110
$8.76K 0.01%
160
111
$7.28K 0.01%
142
112
$5.23K ﹤0.01%
50
113
$4.84K ﹤0.01%
60
114
$1.9K ﹤0.01%
9
115
$612 ﹤0.01%
3
116
$61 ﹤0.01%
1
117
– –
-1,086
118
– –
-48
1 2 3 4
5