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
$125M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$289K
3
+$288K
4
GGLL icon
Direxion Shares ETF Trust Direxion Daily GOOGL Bull 2X ETF
GGLL
+$208K
5
DVY icon
iShares Select Dividend ETF
DVY
+$74.5K

Top Sells

1
+$666K
2
+$231K
3
+$203K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$144K
5
EMR icon
Emerson Electric
EMR
+$73.8K

Sector Composition

1 Consumer Discretionary 19.75%
2 Financials 10.28%
3 Technology 9.09%
4 Consumer Staples 7.92%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,200
127
– –
-675
128
– –
-1,000
2 3 4 5
6