VCM

Viewpoint Capital Management Portfolio holdings

AUM $231M
1-Year Est. Return 27.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$622K
2 +$604K
3 +$463K
4
CLX icon
Clorox
CLX
+$390K
5
COST icon
Costco
COST
+$382K

Top Sells

1 +$303K
2 +$286K
3 +$134K
4
DIS icon
Walt Disney
DIS
+$123K
5
MMM icon
3M
MMM
+$81.3K

Sector Composition

1 Consumer Discretionary 20.23%
2 Financials 10.27%
3 Technology 9.44%
4 Consumer Staples 8.11%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-120