VCM

Viewpoint Capital Management Portfolio holdings

AUM $227M
1-Year Est. Return 31.36%
This Quarter Est. Return
1 Year Est. Return
+31.36%
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 Sells

1 +$632K
2 +$231K
3 +$203K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$138K
5
EMR icon
Emerson Electric
EMR
+$74.8K

Sector Composition

1 Consumer Discretionary 19.75%
2 Financials 10.18%
3 Technology 9.19%
4 Consumer Staples 7.92%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,000
127
-675
128
-3,200