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

Top Buys

1
+$4.16M
2
+$1.1M
3
+$419K
4
YINN icon
Direxion Daily FTSE China Bull 3X Shares
YINN
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$231K

Top Sells

1
+$7.36M
2
+$194K
3
+$192K
4
BMY icon
Bristol-Myers Squibb
BMY
+$130K
5
T icon
AT&T
T
+$118K

Sector Composition

1 Consumer Discretionary 15.33%
2 Technology 11.27%
3 Financials 11.12%
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%
60
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