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
$125M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$272K
3
+$269K
4
GGLL icon
Direxion Daily GOOGL Bull 2X Shares
GGLL
+$208K
5
DVY icon
iShares Select Dividend ETF
DVY
+$70.5K

Top Sells

1
+$632K
2
+$231K
3
+$203K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
EMR icon
Emerson Electric
EMR
+$74.8K

Sector Composition

1 Consumer Discretionary 19.75%
2 Financials 10.18%
3 Technology 9.19%
4 Consumer Staples 7.92%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$92.7K 0.07%
2,770
102
$91.1K 0.07%
23,545
103
$90.2K 0.07%
4,195
-125
104
$80.5K 0.06%
2,856
105
$78K 0.06%
2,080
106
$73K 0.06%
1,000
+200
107
$46.6K 0.04%
1,369
-89
108
$46.5K 0.04%
13,000
109
$45.7K 0.04%
960
110
$42.1K 0.03%
16,300
111
$32.8K 0.03%
325
112
$27.5K 0.02%
25,500
113
$25K 0.02%
1,709
114
$20.3K 0.02%
540
-70
115
$13.4K 0.01%
180
116
$13.4K 0.01%
150
117
$10.3K 0.01%
100
118
$10.1K 0.01%
275
119
$8.64K 0.01%
160
120
$6.91K 0.01%
142
121
$5.14K ﹤0.01%
50
122
$4.71K ﹤0.01%
+60
123
$1.87K ﹤0.01%
9
124
$637 ﹤0.01%
3
125
$59 ﹤0.01%
1
2 3 4
5
6