VCM

Viewpoint Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 27.43%
This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$404K
2 +$384K
3 +$309K
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$264K
5
UBER icon
Uber
UBER
+$230K

Top Sells

1 +$129K
2 +$107K
3 +$70.4K
4
DIS icon
Walt Disney
DIS
+$56.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$43.4K

Sector Composition

1 Consumer Discretionary 20.01%
2 Financials 10.69%
3 Technology 9.88%
4 Consumer Staples 7.17%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$5.27K ﹤0.01%
50
127
$5.13K ﹤0.01%
60
128
$2.09K ﹤0.01%
9
129
$1.15K ﹤0.01%
+20
130
$712 ﹤0.01%
3
131
$66 ﹤0.01%
1