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
$129M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$629K
3
+$425K
4
COST icon
Costco
COST
+$406K
5
HD icon
Home Depot
HD
+$398K

Top Sells

1
+$330K
2
+$286K
3
+$147K
4
DIS icon
Walt Disney
DIS
+$116K
5
MMM icon
3M
MMM
+$80.1K

Sector Composition

1 Consumer Discretionary 20.23%
2 Financials 10.13%
3 Technology 9.58%
4 Consumer Staples 8.11%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$96.9K 0.08%
2,770
102
$82.2K 0.06%
2,856
103
$79.6K 0.06%
2,080
104
$66.6K 0.05%
800
105
$64.9K 0.05%
+1,200
106
$55K 0.04%
1,458
107
$51.8K 0.04%
+16,300
108
$50.8K 0.04%
+1,000
109
$48K 0.04%
13,000
110
$47.3K 0.04%
960
+560
111
$34.5K 0.03%
325
112
$31.4K 0.02%
1,709
113
$24.3K 0.02%
610
114
$22.9K 0.02%
25,500
115
$14.3K 0.01%
150
116
$14.1K 0.01%
180
117
$10.7K 0.01%
100
118
$9.9K 0.01%
275
119
$8.57K 0.01%
160
120
$7.18K 0.01%
142
121
$5.2K ﹤0.01%
50
122
$1.98K ﹤0.01%
9
123
$661 ﹤0.01%
3
124
$63 ﹤0.01%
1
125
– –
-60
2 3 4
5
6