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VCM

Viewpoint Capital Management Portfolio holdings

AUM $214M
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$3.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$349K
3
+$226K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$211K
5
BMNG
Leverage Shares 2X Long BMNR Daily ETF
BMNG
+$198K

Top Sells

1
+$549K
2
+$240K
3
+$229K
4
AAPL icon
Apple
AAPL
+$224K
5
ARKK icon
ARK Innovation ETF
ARKK
+$223K

Sector Composition

1 Consumer Discretionary 17.4%
2 Financials 12.92%
3 Technology 11.18%
4 Industrials 7.06%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGX icon
101
Quest Diagnostics
DGX
$21.9B
$208K 0.09%
1,200
VCR icon
102
Vanguard Consumer Discretionary ETF
VCR
$6.19B
$205K 0.09%
521
TIP icon
103
iShares TIPS Bond ETF
TIP
$14.9B
$203K 0.09%
1,850
VIS icon
104
Vanguard Industrials ETF
VIS
$8.11B
$179K 0.08%
600
IWF icon
105
iShares Russell 1000 Growth ETF
IWF
$127B
$171K 0.07%
1,448
VFH icon
106
Vanguard Financials ETF
VFH
$13B
$162K 0.07%
1,217
NIO icon
107
NIO
NIO
$12.8B
$153K 0.07%
30,000
EWC icon
108
iShares MSCI Canada ETF
EWC
$5.88B
$133K 0.06%
2,470
EWH icon
109
iShares MSCI Hong Kong ETF
EWH
$1.16B
$133K 0.06%
6,241
DON icon
110
WisdomTree US MidCap Dividend Fund
DON
$3.97B
$132K 0.06%
2,550
SANA icon
111
Sana Biotechnology
SANA
$882M
$95.8K 0.04%
23,545
DES icon
112
WisdomTree US SmallCap Dividend Fund
DES
$2.13B
$95.5K 0.04%
2,856
BMNG
113
Leverage Shares 2X Long BMNR Daily ETF
BMNG
$39.3M
$95.4K 0.04%
+1,500
VTI icon
114
Vanguard Total Stock Market ETF
VTI
$657B
$71.5K 0.03%
213
CLOV icon
115
Clover Health Investments
CLOV
$2.54B
$70.5K 0.03%
30,000
XLRE icon
116
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.98B
$52.6K 0.02%
1,303
-11
ABEV icon
117
Ambev
ABEV
$50.3B
$40.3K 0.02%
16,300
EZA icon
118
iShares MSCI South Africa ETF
EZA
$648M
$37.2K 0.02%
540
IYJ icon
119
iShares US Industrials ETF
IYJ
$1.85B
$34.8K 0.02%
235
DEM icon
120
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.06B
$27.1K 0.01%
580
VTV icon
121
Vanguard Value ETF
VTV
$185B
$19.1K 0.01%
100
IUSV icon
122
iShares Core S&P US Value ETF
IUSV
$26.3B
$18.5K 0.01%
180
EIS icon
123
iShares MSCI Israel ETF
EIS
$933M
$17.6K 0.01%
160
KBE icon
124
State Street SPDR S&P Bank ETF
KBE
$1.51B
$16.7K 0.01%
275
MUB icon
125
iShares National Muni Bond ETF
MUB
$45.3B
$10.7K ﹤0.01%
100
3 4
5
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