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
$157M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.09M
3
+$402K
4
YINN icon
Direxion Daily FTSE China Bull 3X ETF
YINN
+$260K
5
GLD icon
SPDR Gold Trust
GLD
+$223K

Top Sells

1
+$6.81M
2
+$204K
3
+$187K
4
BMY icon
Bristol-Myers Squibb
BMY
+$122K
5
T icon
AT&T
T
+$115K

Sector Composition

1 Consumer Discretionary 15.33%
2 Financials 11.62%
3 Technology 10.78%
4 Industrials 7.89%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.8K 0.01%
100
127
$10.2K 0.01%
160
128
$7.33K ﹤0.01%
142
129
$5.57K ﹤0.01%
120
130
$5.24K ﹤0.01%
50
131
$2.25K ﹤0.01%
9
132
$1.24K ﹤0.01%
20
133
$780 ﹤0.01%
3
134
$67 ﹤0.01%
1
2 3 4 5
6