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
$157M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$1.1M
3
+$419K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$231K

Top Sells

1
+$7.36M
2
+$194K
3
+$192K
4
BMY icon
Bristol-Myers Squibb
BMY
+$130K
5
T icon
AT&T
T
+$118K

Sector Composition

1 Consumer Discretionary 15.33%
2 Technology 11.27%
3 Financials 11.12%
4 Industrials 7.89%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.13%
18,900
102
$199K 0.13%
1,850
103
$198K 0.13%
377
104
$166K 0.11%
521
105
$163K 0.1%
2,050
+100
106
$146K 0.09%
600
107
$125K 0.08%
1,217
108
$124K 0.08%
2,550
109
$107K 0.07%
780
110
$102K 0.06%
15,416
+2,416
111
$97K 0.06%
6,241
112
$94.9K 0.06%
1,000
-1,000
113
$94.6K 0.06%
2,470
-300
114
$93.3K 0.06%
2,856
115
$87K 0.06%
2,080
116
$64K 0.04%
1,240
+280
117
$54.1K 0.03%
1,369
118
$40.4K 0.03%
16,300
119
$29.5K 0.02%
235
-90
120
$23.9K 0.02%
1,709
121
$21.2K 0.01%
540
122
$16.3K 0.01%
180
123
$15.4K 0.01%
150
124
$13K 0.01%
275
125
$12.3K 0.01%
15,500
2 3 4
5
6