VCM
Viewpoint Capital Management Portfolio holdings
AUM
$204M
This Quarter Return
+5.51%
1 Year Return
+27.43%
3 Year Return
+108.77%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+6.5%)
Cap. Flow
+$5.34M
Cap. Flow
% of AUM
2.8%
Top 10 Holdings %
Top 10 Hldgs %
46.72%
Holding
142
New
2
Increased
40
Reduced
18
Closed
6
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$522K |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$522K |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
$508K |
| 4 |
Invesco QQQ Trust
QQQ
|
$481K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$450K |
Top Sells
| 1 |
Verizon
VZ
|
$216K |
| 2 |
NVIDIA
NVDA
|
$165K |
| 3 |
Amazon
AMZN
|
$133K |
| 4 |
Zillow
Z
|
$96.3K |
| 5 |
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% |
