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
$179M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$584K
3
+$541K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$481K
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$449K

Top Sells

1
+$1.29M
2
+$278K
3
+$228K
4
Z icon
Zillow
Z
+$109K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$65.8K

Sector Composition

1 Consumer Discretionary 18.32%
2 Technology 11.79%
3 Financials 9.96%
4 Consumer Staples 6.79%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.12%
+5,000
102
$204K 0.11%
1,850
103
$178K 0.1%
521
104
$160K 0.09%
567
-4,559
105
$156K 0.09%
18,900
-1,000
106
$155K 0.09%
600
107
$135K 0.08%
362
108
$133K 0.07%
1,217
109
$130K 0.07%
2,550
110
$117K 0.07%
6,241
111
$113K 0.06%
780
112
$102K 0.06%
2,470
113
$101K 0.06%
23,545
114
$97.9K 0.05%
2,856
115
$86K 0.05%
30,500
116
$68.5K 0.04%
+394
117
$58.2K 0.03%
1,314
-55
118
$50.4K 0.03%
20,000
119
$39.1K 0.02%
16,300
120
$31.3K 0.02%
235
121
$30.4K 0.02%
232
-502
122
$29.7K 0.02%
+275
123
$27.8K 0.02%
540
124
$25.9K 0.01%
580
125
$17.1K 0.01%
180
2 3 4
5
6