VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
This Quarter Return
+10.47%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+7.7%)
Cap. Flow
+$804K
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
42.92%
Holding
118
New
3
Increased
17
Reduced
32
Closed
2
Top Buys
| 1 |
GE HealthCare
GEHC
|
$436K |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$410K |
| 3 |
KB Home
KBH
|
$228K |
| 4 |
Amazon
AMZN
|
$227K |
| 5 |
Nucor
NUE
|
$204K |
Top Sells
| 1 |
Travelers Companies
TRV
|
$204K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$154K |
| 3 |
PepsiCo
PEP
|
$106K |
| 4 |
Procter & Gamble
PG
|
$86.7K |
| 5 |
American International
AIG
|
$70.5K |
Sector Composition
| 1 | Consumer Discretionary | 18.59% |
| 2 | Financials | 11.04% |
| 3 | Technology | 8.39% |
| 4 | Consumer Staples | 7.91% |
| 5 | Industrials | 4.82% |
