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
$143M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$387K
2 +$356K
3 +$289K
4
FAS icon
Direxion Daily Financial Bull 3x ETF
FAS
+$210K
5
BABA icon
Alibaba
BABA
+$209K

Top Sells

1 +$129K
2 +$98.5K
3 +$68.8K
4
DIS icon
Walt Disney
DIS
+$55.5K
5
BMY icon
Bristol-Myers Squibb
BMY
+$44.4K

Sector Composition

1 Consumer Discretionary 20.01%
2 Financials 11.1%
3 Technology 9.47%
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%
120
128
$2.09K ﹤0.01%
9
129
$1.15K ﹤0.01%
+20
130
$712 ﹤0.01%
3
131
$66 ﹤0.01%
1