VCM

Viewpoint Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 27.43%
This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$404K
2
+$384K
3
+$309K
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$264K
5
UBER icon
Uber
UBER
+$230K

Top Sells

1
+$129K
2
+$107K
3
+$70.4K
4
DIS icon
Walt Disney
DIS
+$56.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$43.4K

Sector Composition

1 Consumer Discretionary 20.01%
2 Financials 10.69%
3 Technology 9.88%
4 Consumer Staples 7.17%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$142K 0.1%
6,780
+1,000
102
$132K 0.09%
600
103
$117K 0.08%
2,550
104
$112K 0.08%
1,217
105
$108K 0.08%
6,241
-3
106
$106K 0.07%
780
107
$102K 0.07%
4,195
108
$102K 0.07%
2,770
109
$96.1K 0.07%
23,545
110
$91.9K 0.06%
2,856
111
$84.6K 0.06%
2,080
112
$58.8K 0.04%
13,000
113
$54.8K 0.04%
1,369
114
$48.6K 0.03%
960
115
$45.6K 0.03%
16,300
116
$37.2K 0.03%
325
117
$26.6K 0.02%
1,709
118
$22.6K 0.02%
540
119
$15.5K 0.01%
150
120
$15.2K 0.01%
180
121
$14.8K 0.01%
15,500
-10,000
122
$12.7K 0.01%
275
123
$10.8K 0.01%
100
124
$9.31K 0.01%
160
125
$7.38K 0.01%
142
2 3 4
5
6