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
$190M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$522K
3
+$508K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$481K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$450K

Top Sells

1
+$216K
2
+$165K
3
+$133K
4
Z icon
Zillow
Z
+$96.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$78.9K

Sector Composition

1 Consumer Discretionary 20.48%
2 Technology 11.88%
3 Financials 10.43%
4 Consumer Staples 6.56%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$197K 0.1%
1,850
102
$196K 0.1%
521
103
$180K 0.09%
+2,000
104
$153K 0.08%
600
105
$152K 0.08%
18,900
106
$145K 0.08%
362
107
$144K 0.08%
1,217
108
$131K 0.07%
+30,000
109
$130K 0.07%
2,550
110
$104K 0.05%
6,241
111
$103K 0.05%
780
112
$99.5K 0.05%
2,470
113
$98.1K 0.05%
2,856
114
$96.1K 0.05%
30,500
115
$85.5K 0.04%
295
-272
116
$75.6K 0.04%
20,000
117
$53.4K 0.03%
1,314
118
$38.4K 0.02%
23,545
119
$31.4K 0.02%
235
120
$30.2K 0.02%
16,300
121
$28.1K 0.01%
166
-228
122
$23.5K 0.01%
580
123
$22.6K 0.01%
540
124
$16.7K 0.01%
180
125
$16.3K 0.01%
150
2 3 4
5
6